11 October 2013 APFF Roundtable, 2013-0493691C6 F - Transfer of a Foreign Retirement Arrangement -- summary under Section 60.01

The taxpayer has two distinct Individual Retirement Accounts, each with a value of $200,000, and transfers one to the taxpayer's RRSP in 2013 and the other in a subsequent year.

In noting that such transfers would not be considered to occur as "part of a series of periodic payments," CRA stated (Tax Interpretations translation):

In general, the CRA considers that a series of periodic payments consists of at least three equal or similar payments made at regular intervals. In other words, a lump sum that is paid in two instalments can, as in this case, not constitute part of a series of periodic payments.

CRA went on to indicate that it would not make any difference if the two IRA's had, in turn, been created by two transfers of $200,000 out of a 401(k) plan with a value of $400,000.

Topics and taglines
Tagline
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
306873
Words and phrases
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
345329
Extra import data
{
"field_editor_tags": [],
"field_roundtable_subquestion": "7",
"field_stub": false,
"field_legacy_header": "<a name=\"2013-0493691C6\"></a><a href=\"/?p=20955\">11 October 2013 APFF Roundtable Q. 7, 2013-0493691C6 F (\"Transfer of a Foreign Retirement Arrangement\")</a>"
}
Workflow properties
Workflow state