U.S. citizen with RRSPs A Reader's comments

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David, I have a few more questions.
Having just read Notice 2003-57, I see that an amended 2002 federal income tax return would be included with the election to defer taxes. Would you take care of that as well?
 Also, it appears that I receive quarterly, not annual statements, from the RRSP companies.  Would the quarterly statements ending Dec. 31, 2001 and 2002 suffice? 
I intend to give a you a call tomorrow, but wanted to gather up as much paperwork as possible first.
Thanks,
AXXXXXXXXXXXXX
P.S.- I see from today's set of emails, that I am not alone in this quandary! Thanks for sending them. 
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The answer is that we will look after the reporting and the filing of an amended 1040X for you.
What we need is the Year end statement for each RRSP as of Dec 31, 2001 AND the year end statement for Dec 31, 2002 as well.   For the Dec 31, 2002 statement , it MUST be for Jan 1 to Dec 31st.  Some companies send out quarterly statements and no year end statement.  
If your dec 31st Statement is for Oct 1 to dec 31st, I also need the Mar 31, June 30th and September 30th statements as well.
Hope this helps
David Ingram of the CEN-TA REALTY  Group
US / Canada / Mexico tax and working Visa Specialists
US / Canada Real Estate Specialists
108-100 Park Royal South
West Vancouver, BC, CANADA, V7T 1A2
(604) 913-9133 - Fax 913-9123 [email protected]
www.centa.com www.david-ingram.com
Disclaimer:  This question has been answered without detailed information or consultation and is to be regarded only as general comment.   Nothing in this message is or should be construed as advice in any particular circumstances. No contract exists between the reader and the author and any and all non-contractual duties are expressly denied. All readers should obtain formal advice from a competent and appropriately qualified legal practitioner or tax specialist in connection with personal or business affairs such as at www.centa.com. If you forward this message, this disclaimer must be included."
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