Serbinski Accounting Firms

Does anyone know if there is a different address for filing form 8854 using an express-post service.

I just have the address off the instructions;

Department of the Treasury
Internal Revenue Service
Philadelphia, PA 19255-0549

but was wondering if there was another address like they have for FBAR

Don`t these paid tax preparers...the ones with an EIN number not have to be trainied by the IRS.

IF so then mayber the training program is flawed

Nelsona, i cannot agree with you more on that point.

I truely believe that individuals who give up there citiesnship do not do it for tax reasons, but rather the cost and complexity that the Accountants make the IRS system out to be.

And in addition,

Primo, and all other posters who have filed the way i did...1040 up to the date of relinquishment with all the income and numbers, then a 1040nr for the remainder of the year with all zero's have acutally done this incorrectly,

Having said this, in conversation with another ...

Nelsona,

you are correct on this. Just had a consultation with another firm, and they basically said the same thing you did.

However, they also stated that they IRS will probably accept the format that I have 'as is' and if not they will let me know.

A lot of people file if the way my firm did ...

Nelsona

i agree with what you are saying that all my income is taxed by the US as a US citizen.

but my point being is that after one renounces there US citizesnhip then does one still have to report income on the 1040nr that is not generated in the US of A?

I have all my income on the 1040 up ...

regardless. if you can't believe the irs who can you believe. as i have stated in the past all my income is taxed in canada if thats what you mean by pre-renunciatioin.

i think that response from nlsona was for me not you

UPDATE!

My Account firm called the IRS for clarification on this matter..here is what they said for my situation.

I am filing a Dual Status Return, and since i am filing a dual status return;

the 1040 is a statement only and does not need to be signed

the 1040 has to show a date of Jan 01 to the ...

So we are saying that in my situation:

someone that has no US source income from wages or otherwise at any time during the tax year, must transpose his Canadian wages from a Canadian corporation from the 1040 onto the 1040nr?

Primo also wrote on this 'final tax' thread;

"The 1040 is up to the day before you renounce. The 1040 NR is for the day you renounce til the end of the year.

Personally, I renounced in December last year. I just pro-rated everything for the 1040, had zeroes for the 1040NR since I have no US ...

Nelsona,

at least i am clear on the tax dates and signing the dual status statement, thank you.

with respect to my 1040 (statement):

The 1040 has both form 1116 and 2555 attached.

would wages still go on 1040 nr if they were cancelled out or reduced to "0" by the FEIE?

maybe this is why these ...

Thanks Nelsona. I am beginning to see the light now, although i am more confused than ever.

My option here is clear to me now. I will email this Accountant and demand some answers as clearly i am not ready to send this package south of the border.

My 1040 nr has my personal information listed on ...

Nelsona,

My situation and filing seems to mirror what one poster "Primo" wrote on the thread "Final tax return following Relinquishment". He wrote;

File 1040 for the period up to the date of relinquishment and 1040NR for the remainder of the tax year. Include an 8854. Write dual status tax year on ...

One more kick at this and then I will shut my cake hole :)

Ok...reviewed Phil Hodgens blog one more time and reviewed a partial answer to a question another poster had:

"The tax return you have to file depends on your status on December 31. Since an expatriate by definition is a nonresident, you ...