Serbinski Accounting Firms

Just a quick follow-up .. the IRS did indeed call back, and recommended I call the International Service Office, which makes sense.

Hello! I am a US citizen living in Canada. After learning of the need to submit the 3520, I sent in 3520 & 3520A forms in August for the past 5 years. This was a grand total of 17 forms each, for various accounts. Last week I received a bundle of 14 letters from the IRS, stating that I needed to ...

Hi cdnamerica - This is a little off topic, but we were in a similar spot. We lived in Canada for several years before my daughter was born in October 2001. We moved to the US in March 2002; it was a bit of a surprise to us that we were still able to collect maternity benefits (UI) even though we ...

Nelsona - Thanks for your quick reply. I accounted for the RESP earnings in my 1040X, as I did not do this on my initial 1040. However, I easily had enough deductions otherwise so that I still had zero tax owing.

I also backfiled the 3520/3520A for the prior 4 tax years, with a similar result ...

I am a US citizen in Canada. I recently learned about the need to file 3520/3520A for my RESP accounts. I submitted these to the IRS at the same time as I sent in a 1040X in August 2011. I have filedmy 1040 returns on a timely basis, and have not had US tax owing for several years. With the 3520 ...

Hi imcdn, I had likewise learned abaout FBARs late. What i've seen on this board is that the general recommendatio is to backfile the FBAR (ideally 6 years), add a letter stating that you didn't know about the FBAR requirement, and then hope that you don't hear back from them. I haven't seen anyone ...

Hi coffeepucks - I attached a letter to mine (similar situation; needed to backfile several years of FBAR's). My understanding is that it's reasonable to simply state that you did not know the regulation (if that's true, of course). I read that while searching for help - don't know where I saw it ...