Is form 8833 also required if filling out form 8891 for RRSP

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Frankd1
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Joined: Tue Feb 14, 2012 9:58 am
Location: Canada

Is form 8833 also required if filling out form 8891 for RRSP

Post by Frankd1 » Fri May 23, 2014 8:22 pm

I'm looking for clarification on this subject… It is for my wife who is a USC in Canada as a PR. I am a Canadian Citizen only.

She is completely up to date with all filing years and form 8891 for her spousal RRSP.

In the past AND in addition to form 8891, we have also included a form 8833 with an attached statement. The statement basically said:

"election to defer taxation on RRSP and/or Canadian Pension Plan earnings under article XVIII (7) of the Canada - US income tax convention (1980) pursuant to revenue procedure 2002-23 and notice 2003-75"

The statement included the account and number as well as the Jan 1 opening balance and Dec 31 closing balance of the RRSP.

The more I think about it, and from some research that I have done, it seems that submitting a form 8833 with attached statement for the RRSP is redundant and just extra paperwork that is not needed. As long as a form 8891 continues to be filed then all is well in that regard.

Sound about right?

Thanks

nelsona
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Post by nelsona » Sat May 24, 2014 9:56 am

It is redundant. It has always been since 1985 when Rev Proc 85-45 came into effect. That is what those rev procs did.
Nelsona Non grata. Non pro. Search previous posts. Happy Browsing :D

Frankd1
Posts: 107
Joined: Tue Feb 14, 2012 9:58 am
Location: Canada

Post by Frankd1 » Sun May 25, 2014 11:09 pm

Good to know, thanks for confirming!

MadeleLaidler
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Joined: Thu Aug 13, 2020 1:22 am

Re: Is form 8833 also required if filling out form 8891 for RRSP

Post by MadeleLaidler » Thu Aug 13, 2020 1:23 am

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