Serbinski Accounting Firms

I have completed 1040x's for 2002-2005, along with the necessary RP-02-23s and 8891s. I will drop them in the mail tomorrow. I would like to e-file my current taxes via TurboTax, which now includes 8891s. The software package prompts me whether or not I previously made an election under Article XVII...

Thanks Nelson, I'm filling out the 8891s for 2004 and 2005. The top right hand corner asks for an Identifying number. The instructions clearly say this should be a SSN or ITIN. The original 1040s (filed jointly) for 2004 and 2005 had my wife's ITIN. We just got our permanent residencies in 2006, so ...

If I am filing 8891s for past years (catching up for past sins), should I be using the 8891 that was provided for that specific year, or can I use the new form that doesn't have a date?

I have a real simple question about the 1040x form. I need to amend a previous year to add a 8891, and NO other changes. Do I only need to complete the 1040x form (2 pages), and add an 8891 and NOTHING ELSE? When I amend the form with TurboTax, it spits out the 1040x, plus the 1040 and all the old s...

Thanks for the 1040x for 2002, 2003. Makes sense. Since they are all 1040 amendments, am I correct that they can all be sent together (1040x's for 2002, 2003, 2004, 2005)? One more question about the TD form. For 2006, we no longer have a total of $10,000 USD in foreign accounts (from what you wrote...

This would have been so much easier if I had known about this when we moved (we used tax accountants that "specialized" in Immigration tax, but this is the first it's come up!) OK, so for our 3 RRSPs that we cashed out in 2006 (total was over $10K USD), I will file an election under Rev Pr...

Thought I was done, but as I was working on this last night and doing more reading, I realized I've got other questions, this time about the TD F 90-22.1. It looks like if you have any foreign accounts over $10,000 US, you are supposed to be completing this form annually. As I was unaware of this (a...

Found them! Thanks!! They look easy to complete, especially since I have straightforward type elections. I only have a couple more questions, then I think I'm good to go. For 2002, I will file an election under Rev Proc 2002-23, and will file 1040x with 8891s for 2004, 2005 (8891s are included in 20...

I am in a similar situation to a lot of people who have posted about RRSPs (moved to the US in 2002, cashed in RRSPs in 2006, only to find out after the fact that I was supposed to be completing 8891s, etc). I have looked thru previous posts on 8891s and think I have a pretty good handle on those fo...

Awhile back, in a post started by jstone, nelson suggested that he could just amend his previous year's 1040 (2004) with a form 8891, rather than go back all the way to 2002. Is your advice based on new info?