Serbinski Accounting Firms

Thanks for the help to all replies. Filo, regarding the 8621 i downloaded Rev. Dec. 2011. I read the instruction again after seeing your question, and this time i think form 8621 may not be filed as MUST even in tax year 2011 if a PFIC fund meets the followings: 1) No recognized gain on a direct or ...

Is that mean if IRS owe me money, I don't need to file the tax return by April 17 this year even without extension form submitted?

Thanks,

Hello, I am a Canadian working in U.S. In preparing the 2011 tax return, I am very confused with following questions, and appreciate helps: 1) I have a Universal Life Insurance policy with case surrender value that was bought in Canada. Do i need to report it using Form 3520 or another form? The pol...