Serbinski Accounting Firms

I will agree with Nelsona, option "3" is probably the best one...and as pointed out, filing only 3 years will not fly as you need the 5 (6) years of returns in order to expatriate.

when I started this mess 2 years ago...I backfiled to year 2005, sent 6 years of FBARs in with a reasonable cause ...

If you are looking for a definite answer to that question, you won't find one...especially from the IRS.

My suggestion is that you answer the question to the best of your knowlege, in this case that answer would be 'yes'.

My pre-renunciation income is all canadian source and paid tax to the CRA.

I understand what you are saying about the IRS tele-operators, but i will tabulate the dates as advised, since this Accountant Firm can discuss this with the IRS if it comes back to me.

and like you said, tax dates or no ...

Dualupset

I was involved in that thread you mention re final tax return following relinq.

I went to an accounting firm for my final return and they calculated it very similar to yours. All my CDN income was calculated on the 1040 to the date of relinq. which was December 12 th 2012. Then the 1040 ...

Clearly advising you to place your pre-October (non-US income) on the 1040NR is a mistake, I can only assume this was a fumble in wording alone.

This excerpt was copied directly from Phil Hodgens forum regarding renouncing ones citizenship and the tax implications:

The filing deadline is the same ...

however, if you have signing authority on bank accounts, i believe you have to include these as well, just like fbar

Yes..

example;

if you are a USC and your partner/spouse owns 50% of the home, then you tabulate your 50% ownership in that real property on the 8854 .

I am not sure why your accountant would have gone this route.

As you say, you owed 50 to 100 dollars of tax to the IRS over the last 8 years...well below the 1500 tax owing that the IRS would not allow you to go into the streamlined filing procedures.

With respect to the 8891's you now have to get ...

Mikem...get off my thread! unless you have something constructive to add, otherwise mind your own business

I was not aware that this forum was for a certain 'level' of question.

So let me get this straight...the IRS deems my question to be too complicated to answer...but you deem the question silly?

interesting

Well ...you have brought this thread to a personal level...and i refuse to be baited by your remarks.

I will say this, you call me an idiot for asking silly questions when the reality of the situation is this;

The IRS deems my question as a "complicated tax" issue (yes..that is correct) and ...

You calling me cranky???

You obviously have a sense of humour

keep it up!

Silly questions?

Agreed that these types of questions would be considered 'silly' if the IRS was not so anal in dotting the 'i's and crossing the 't''s.

Unless you have been living under a rock somewhere, this is the system they govern under..i dont like it, but nonetheless I (we) all have to ...

was a US citizen until my relinquishment on December 12th 2012.

I am filing both a 1040 and 1040NR

Just finishing the 8938 and 8891 forms and wondering about which tax dates I tabulate for the 8938 and 8891?

Do i identify the 8891 as just "for calender year 2012" or do I need to specify the ...

The beauty of your situation is that you DID file a tax return for 2009....all you would be doing is amending it with a 1040X...and the fact that you did not owe any tax for that year eliminates any discussion for penalties or fines on interest owing...which there is not.

Filing a 1040X to amend an ...