NR4 Canada taxes - codes 27 & 64

CS2024 · ‎April 10, 2024

Hello,

I have 3 NR4 forms related to inheritance - two codes are 27 (RRIF lump sum payments), and one is 64 (Tax Free Savings Account (TFSA) taxable amount.

How/where should I be reporting these amounts?

Thanks in advance,

CatinaT1 · ‎April 11, 2024

Is this for a Canadian or US return? You are posting in the US community site.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

CS2024 · ‎April 11, 2024

These are for my US return - I don't file in Canada.

The funds are related to an inheritance I received from my Mother - she had funds in her RRIF and TFSA, with me listed as a beneficiary.

Unlock tailored help options in your account.