Serbinski Accounting Firms

I've had two different international tax lawyers tell me that the 3520 needed to be submitted with the 1040. I'm not saying they are absolutely right, but I would be weary about not submitting it. Especially if you're already filling one out anyway, since it's easy enough to just make another copy a...

I had never heard of streamline filing so I looked it up. And right on their page it says that you need to file a 3520. Once you do the 3520, that form asks you to do a 3520a. So if to were me, I'd do those and send them off to Ogden. Plus I'd include the 3520 with my 1040. But that's just me. I'm c...

I know they are submitted to Ogden. But you are also suppose to include the 3520 with your 1040. But that's besides the point. The issue is that I'm almost certain the 3520 wasn't included with my 3520a submission, but the guy who did it claims it was. I'm the one who mailed the packet he gave me of...

Last year I found out I was suppose to be filing taxes. I also have a tfsa. So I hired somebody to do them for me. I had 3 years worth for the 3520 and 3520a. I submitted them in June of last year. They included a letter with an explanation as to why I failed to file before. I'm no actually sure the...

Thanks for the link. What about getting no letter all? I never received anything last year after submitting for 3 years back.

[quote="andtyl"] Regrettingthis, I feel for you because I was in the same boat. My solution was to close the TFSA. If you are in Vancouver, you could go to the tax lady at the New West branch of the large international tax firm with the square green logo. She seems to know what's going on....

Hi Everybody, I've read through this thread but I'm still lost! I made the mistake of opening a TFSA in 2009 not knowing the hassle it would cause. I found out the summer of 2012 that I was required to file in the US. Overwhelmed (I also had to the the 1040 and fbar), I hired somebody to do the last...