Get 8891 2012 Form

Filling out the 8891 2012 form can be essential for U.S. citizens or residents who are beneficiaries of Canadian registered retirement plans. This guide will walk you through the process of completing the form online, ensuring that you understand each section and field.

Follow the steps to complete the 8891 form accurately.

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Begin by entering your name in the space provided, as it appears on Form 1040. Ensure that you are entering only your name, even if filing jointly.
3. Fill in your identifying number, which should be your U.S. social security number or individual taxpayer identification number. Do not include a Canadian identifying number.
4. Provide your address as listed on Form 1040.
5. Specify the name and address of the plan custodian by filling in the relevant fields.
6. Indicate your account number of the registered retirement plan.
7. Choose the type of plan by checking the appropriate box — either Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).
8. Select your status in the plan by checking either 'Beneficiary' or 'Annuitant'. If you select 'Annuitant', complete lines 7a, 7b, and 8 only.
9. Answer question 6a to indicate if you have made an election under Article XVIII(7) of the U.S.-Canada income tax treaty. If 'Yes', enter the year in 6b.
10. If you are making an election this year and have not previously made one, check the box on line 7a.
11. Report any taxable distributions received from the plan during the year and include them in your Form 1040.
12. Enter contributions to the plan during the year and include interest income as specified.
13. Review the completed sections to ensure accuracy and completeness.
14. Save your changes, and choose to download, print, or share the form as necessary.

Start completing your documents online today.