Hi I Have for 401k and IRA accounts ( retirement accounts ) which are created when I was non-resdient. Now I am resident for many years and showing these accounts in FA schedule . I need to change custidan now due to easy use. I will do direct rollover from old custodian account to new custodian account. Question how to handle in form 10-ee which already filed for old custodian accounts?. I heard we can't re-submit for 10-ee again.
Can I file new form 10-ee with new 401k/IRA account details. Will it not create issue since technically it is new IRA account which will be created now ( when I am resident ) eventhough I am just doing rollover . How to show this rollver in FA schedule
Any help on this will be greately appriciated. thanks
CAclubindia
