RRSP Overcontribution penalties
Budget: $250 – $750 CAD
I recently discovered an overpayment on my Canadian tax return that the CRA has applied incorrectly. I need clear, practical advice on how to dispute this error and recover the funds.
Here’s what I’m looking for:
• A short consultation (video or phone) to walk me through the CRA dispute process for tax return errors related to overpayments.
• A concise action plan outlining which forms or online portals to use, key deadlines, and any supporting documents I should prepare.
• Tips on wording my correspondence so it aligns with CRA expectations and increases the chance of a swift resolution.
I’ll handle the actual filing myself; I just need your expertise to ensure I do it right the first time. Please let me know your availability and how many hours you estimate this basic guidance will require.
Here’s what I’m looking for:
• A short consultation (video or phone) to walk me through the CRA dispute process for tax return errors related to overpayments.
• A concise action plan outlining which forms or online portals to use, key deadlines, and any supporting documents I should prepare.
• Tips on wording my correspondence so it aligns with CRA expectations and increases the chance of a swift resolution.
I’ll handle the actual filing myself; I just need your expertise to ensure I do it right the first time. Please let me know your availability and how many hours you estimate this basic guidance will require.