Timeline for When is "at the time of the gift or inheritance"?
Current License: CC BY-SA 4.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Jan 22, 2020 at 15:41 | comment | added | Paul Johnson | I think you need to talk to a tax lawyer. | |
| Jan 22, 2020 at 5:11 | comment | added | Wendy | Yes, beneficry of death benefit from annuity. Deferred paymts. Money is staying in the usa when taken from annuity .. goes into bank account. Getting mixed info ... cra now says cash in the bank is not subject to gains on currency transacts, day to day expense.. Also getting mixed messgs as to whther I pay taxes on this non qualified annuity. I have to in the USA on the interest since inception ... originally told by CRA only need to report the interest since receipt I just called and they now say ALL interest to be reported, not just since inherited. What I report in USA I report in CDA. | |
| Jan 22, 2020 at 5:01 | comment | added | Wendy | Yes, beneficiary of death benefit from annuity. Deferred payments. Money is staying in the usa when taken from annuity .. goes into bank account. | |
| Jan 11, 2020 at 11:26 | comment | added | Paul Johnson | Just to be clear, were you granted this annuity as a bequest in someone's will? Your question implies this but doesn't actually say it. | |
| Jan 10, 2020 at 18:19 | answer | added | hszmv | timeline score: 2 | |
| Jan 10, 2020 at 17:55 | review | First posts | |||
| Jan 15, 2020 at 11:53 | |||||
| Jan 10, 2020 at 17:50 | history | asked | Wendy | CC BY-SA 4.0 |