6 October 2017 APFF Financial Strategies and Instruments Roundtable Q. 2, 2017-0710681C6 F - Withdrawal of RRSP over-contributions after death -- summary under Subsection 146(8.8)

An individual, who made an excess contribution in 2015, dies in 2016. Will the excess contribution be added to the deceased’s income under ss. 146(8) and (8.8)? CRA responded:

Under subsection 146(8.8), where the annuitant of an RRSP dies before its maturity, the annuitant is deemed to have received, immediately before the annuitant’s death, as a benefit out of or under the RRSP, an amount equal to the fair market value ("FMV") of all the property of the RRSP at the time of death. … The fact that premiums paid to the RRSP prior to the time of death could not be deducted has no impact on the amount to be included.

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