This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.
I have been living and working in the US for last 4.5 years. I filed a form 8891 in the year 2008 (my first year of filing US tax) where I indicated myself as a beneficiary. The definitions given on the form are not very clear to me.
I have a regular RRSP account and a Spousal RRSP account. My questions are:
1. Am I a beneficiary or annuitant for my regular RRSP account?
2. Am I a beneficiary or annuitant for my spousal RRSP account?
3. Is my spouse a beneficiary or annuitant for my spousal RRSP account?
always beneficiary. otherwise you will not make a corrct election or report.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best