Form 8891

dogwood · Post by **dogwood** » Mon Apr 04, 2011 4:21 pm

In 2009, we transferred some of our RRSPs to new RRSP accounts. I submitted the 8891s for the new accounts and did not report the old accounts. We elected Article XVII in 2002 under the old account names....

Should I have filed 8891s for the old accounts last year (and given them a zero balance and the word TRANSFER on top) as well as the 8891s for the new accounts....

If so, can I refile them for last year?

Thks.

nelsona · Post by **nelsona** » Mon Apr 04, 2011 4:29 pm

Yes, and yes.

dogwood · Post by **dogwood** » Mon Apr 04, 2011 4:56 pm

Thks for your answer.

Can I just send in the amended 8891s or do I have to send in an amended 1040 along with the 8891s?

nelsona · Post by **nelsona** » Tue Apr 05, 2011 7:24 am

1040-x

hymalaya · Post by **hymalaya** » Tue Apr 05, 2011 2:38 pm

A question for 8891 filing with 1040x:

Is it ok I just fill in name, social, address and leave the lines blank
and put "back filing form 8891" in Part III explanation part?

Thank you