I know if I can find something to back my side up, I'll be fine. What if I can't? What would be my worries? The amounts on the taxes would be fairly small, nothing too serious.
The worst case scenario for going forward is they can sell everything in my "investment account" and put it into my bank account, and from there I could put it into my new direct investing RSP account.
But then again, the only reason why I made the new acct an RRSP was so that I could switch without adding the amount to my income for the year. If it does show up as a investment acct, I could transfer it into my direct investing TFSA account (which I'd rather do). Maybe I should just have them sell it off, then put the money in my TFSA, and hope they don't audit me for the couple hundred in tax savings I got every year.
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