Transfer under section 60_L(v)

[Nezzer]

I suspect the client may eventually get a T4RSP slip. See also:

Transfer under 60L

I have a T4RIF issued to the surviving spouse for over $90,000 in box 16 and $80,000 in box 22. I also have an RRSP Contribution Receipt to the surviving spouse for $80,000 with a note “Transfer in 60 L” On the T4RIF there is nothing in Box 24, how do I record this in tax cycle so the client gets the offsetting transfer credit?

60L Transfer

You don’t mention, but I assume that you have already done your due diligence in examining the will, and had the Executor sign a new Engagement letter, and discussed with the Executor the contents of the engagement letter regarding the importance of giving you ALL copies of required tax information, including the financial institutions documentation and account statements for the period around the date of death? If the executor has refused to provided you with this required documentation, show …

Deceased and no return

I have a client that her ex passed away. She was beneficiary of his RRSP’s. The ex was not a client so i don’t have authorization My client received the RRSP $$ in 2023. She did not receive a slip - which should be to the deceased and included in terminal return correct? The issue is the deceased’s daughter was advised by a lawyer not to file a terminal return - what can they do? what about the the T4rsp?