23 December 2002 Internal T.I. 2002-0176087 F - LIMITE APPLICABLE TRANSFER DANS REER -- summary under Subsection 146.3(6.1)

All the funds in the RRIF of the deceased annuitant were transferred for the benefit of the financially dependent child of the deceased so that, pursuant to s. 146.3(6.1), the total designated benefit was included in the child’s income under s. 146.3(5). In confirming that the child could transfer the entire amount of the designated benefit to the child’s RRSP, the Directorate stated:

[A]mounts deemed to be received from the RRIF by the deceased annuitant by reason of subsection 146.3(6) constitute amounts received for the purposes of subsection 146.3(5). …

Consequently, this amount must be taken into account in determining Variable C in the formula in subsection 146.3(6.11).

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d7 import status
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