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IRS Form 8891 is obsolete - hope this new form helps

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I am starting a new thread since this form comes up alot. I have agonized over this old form for reporting RRSPs and that type of thing.

Form 8891 is now obsolete and has been replaced by Form 8938 - this thread is quite extensive and I ended up reading the form instructions as well as the form itself.

Are you taking withdrawals or disbursements from your RRSP (in which case you're reporting it as income on your US taxes) - you can find a lot of info on how to report it in the Serbinski tax forums too

If you're like me (long way from retirement) and have a Locked-In fund which is sitting back in Canada where the interest or gains/losses roll back into itself and NOT taking disbursements.

You may or may not need to declare it based on the $$$ value and whether you're single, married, filing jointly or separately. There are bottom thresholds which govern when you have to start reporting it...read their instructions. My little Canadian fund isn't very big so I may not have to report it for many years unless I start taking disbursements or choose to withdraw the funds entirely.



Wiz(USC) and Udella(Cdn & USC!)


02/22/11 - Filed

02/28/11 - NOA

03/28/11 - FP

06/17/11 - status change - scheduled for interview

06/20?/11 - received physical interview letter

07/13/11 - Interview in Fairfax,VA - easiest 10 minutes of my life

07/19/11 - Oath ceremony in Fairfax, VA


Removal of Conditions

12/1/09 - received at VSC

12/2/09 - NOA's for self and daughter

01/12/10 - Biometrics completed

03/15/10 - 10 Green Card Received - self and daughter


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Thanks for sharing this! My husband just entered the U.S. as a permanent resident and has an RRSP back in Canada that he plans to leave there. We'll have to take all of this into consideration for our 2015 tax reporting. Very helpful information :)

11/08/2013 - Married in Virginia


01/17/2014 - I-130 sent

01/21/2014 - I-130 NOA1 received

05/31/2014 - I-130 NOA2 received (128 days since NOA1)


06/07/2014 - NVC received

06/27/2014 - Case number assigned

07/16/2014 - DS-261 completed

07/19/2014 - AOS fee paid

07/23/2014 - AOS documents mailed

07/28/2014 - AOS documents scanned

09/10/2014 - IV documents mailed (with AOS cover)

09/15/2014 - IV fee paid

09/15/2014 - IV documents scanned

09/18/2014 - DS-260 completed

09/19/2014 - False checklist received for DS-260

11/06/2014 - Checklist received for Military Records

11/25/2014 - Military Records mailed

12/02/2014 - Military Records scanned

02/06/2015 - CASE COMPLETE! (8 months at NVC)

Montreal Consulate:

02/13/2015 - P4 Letter Received

03/17/2015 - Medical Completed (Toronto)

03/30/2015 - Interview Completed -- APPROVED (431 days since NOA1)

04/01/2015 - Passport Shipped

04/07/2015 - Passport Received

04/07/2015 - USCIS Immigrant Fee Paid

04/11/2015 - POE (Toronto - Pearson)

After POE:

04/23/2015 - Social Security Card Received

05/23/2015 - Green Card Received

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I'm sometimes glad that I managed to save nothing... so I don't have to deal with any of that now! I just have to be extra savey now. Yes, 'savey' is a word. I just made it up!

2012-10-30: FedEx delivered I-130 to Chicago Lockbox Mail Room
2012-11-01: NOA1 by email - MSC
2012-11-02: $420 (x3) debited from our account
2012-11-05: NOA1 hard copies received, Priority Date 2012-10-30
2012-12-11: NOA2

2013-01-02: Rec'd case#, IIN, BIN & OPTIN emails for EP sent
2013-01-03: Submitted DS-261 (x3)
2013-01-07: AOS bills invoiced and paid & OPTIN for EP accepted for each of us
2013-01-08: AOS bills appear as paid & AOS packages sent by email
2013-01-08: IV bill invoiced & paid (kids' only)
2013-01-09: IV bill appears as paid (kids' only)
2013-01-09: IV Package emailed & DS-260 submitted online (kids only)
2013-01-11: AOS received -notified by email
2013-01-11: IV bill invoiced & paid (for me)
2013-01-14: IV bill appears as paid (for me)
2013-01-14: IV Supporting Docs received for kids - notified by email
2013-01-14: IV Package emailed & DS-260 submitted online (me only)
2013-01-18: IV Supporting Docs received for me - notified by email
2013-01-18: Son#1 CASE COMPLETE - Son#2 checklist - saying $ on I-864 don't match tax return (but they do)-resubmitted
2013-01-23: AOS 2nd submission for Son #2 received - notified by email
2013-01-25: My CASE COMPLETE
2013-02-06: Packet 4 Received by email

2013-02-13: Medicals 2014-12-17: Delivered to California Lockbox 2015-12-15: Delivered to Phoenix Lockbox
2013-03-06: Interview 2014-12-19: 1 I-751 + 3 Biometrics Fees debited from our account 2015-12-16: Fees charged to Credit Card
2013-03-08: Visas in-hand 2014-12-22: Received NOA1 by mail. Receipt Date: 2014-12-17 2015-12-17: NOA
2013-03-12: Paid USCIS Immigrant Fee 2014-12-24: Received Biometrics Appointment Letter 2016-01-02: Biometrics Letter 2016-01-11: Biometrics
2013-03-14: POE 2015-01-06: Biometrics 2016-02-15: In Line for Interview 2016-02-19: Letter
2013-03-25: SSNs arrived 2015-05-27: Approved 2016-03-22: Interview
2013-04-01: Green Cards arrived 2015-06-03: New Green Cards arrived 2016-04-15: Oath Ceremony

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