Taking stab at 3520, -A for TFSA

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eriquee
Posts: 5
Joined: Sat Feb 23, 2019 7:27 pm

Re: Taking stab at 3520, -A for TFSA

Post by eriquee » Sun Feb 24, 2019 4:07 am

You guys are awesome, thank you so much for everyone input, it made my Forms 3520/3520A a breeze compared to how frustrated and desperate I was before finding this amazing forum!

eriquee
Posts: 5
Joined: Sat Feb 23, 2019 7:27 pm

How to get RBC direct investing EIN number.

Post by eriquee » Tue Feb 26, 2019 11:48 am

Hello,

How did you guys get the EIN number?

I called RBC direct investing and they simply didn't know.

Anywhere else I could get that information?

CdnAmerican
Posts: 219
Joined: Tue Aug 30, 2011 12:15 am

Re: Taking stab at 3520, -A for TFSA

Post by CdnAmerican » Tue Feb 26, 2019 2:49 pm

Hi eriquee - To get the EIN, you have to contact the IRS directly. I am not sure if you can do it all on line, or if you have to call them. But it is not too hard, and it's free. I did mine over the phone to get it immediately, and it took maybe 30 minutes. Good luck!
Not a professional opinion.

eriquee
Posts: 5
Joined: Sat Feb 23, 2019 7:27 pm

Re: Taking stab at 3520, -A for TFSA

Post by eriquee » Tue Feb 26, 2019 9:51 pm

[quote=CdnAmerican post_id=51188 time=1551206951 user_id=5924]
Hi, eriquee - To get the EIN, you have to contact the IRS directly. I am not sure if you can do it all on line, or if you have to call them. But it is not too hard, and it's free. I did mine over the phone to get it immediately, and it took maybe 30 minutes. Good luck!
[/quote]

Thank you for this.

Is the EIN number for me or for my TFSA, or for my bank, I tried calling them but I didn`t quite understand what the telephone person was saying.

CdnAmerican
Posts: 219
Joined: Tue Aug 30, 2011 12:15 am

Re: Taking stab at 3520, -A for TFSA

Post by CdnAmerican » Thu Feb 28, 2019 12:10 am

I got the EIN for the trust itself. If you don't have an SSN, I think you would apply for one for yourself as well, but that's just a guess..
Not a professional opinion.

efrog
Posts: 1
Joined: Fri Mar 01, 2019 2:08 am

Re: Taking stab at 3520, -A for TFSA

Post by efrog » Fri Mar 01, 2019 2:15 am

This thread has been incredibly informative. Thank you all for taking time to post.

From my research it still doesn't appear that the IRS has taken an official position on the trust/not trust issue (feel free to correct me if I'm wrong). Is the general consensus here that we should continue filing these forms to be safe? Or have people stopped filing? I'm leaning towards filing the forms to be safe but it sure is a lot of work...

Thanks.

a_bushati
Posts: 8
Joined: Mon Mar 04, 2019 7:41 pm

Re: Taking stab at 3520, -A for TFSA

Post by a_bushati » Sun Mar 10, 2019 8:42 pm

Does anyone know if a non-registered Canadian retirement savings plan (Deferred Contribution) needs to be included in the form 3520-A and 3520?
Thank you

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