Search found 25 matches
- Mon Feb 16, 2015 5:59 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Taking stab at 3520, -A for TFSA
- Replies: 157
- Views: 214427
- Mon Feb 16, 2015 5:46 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Taking stab at 3520, -A for TFSA
- Replies: 157
- Views: 214427
- Thu Apr 10, 2014 9:15 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A quick way of estimating foreign tax owing?
- Replies: 7
- Views: 4636
- Thu Apr 10, 2014 9:03 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A quick way of estimating foreign tax owing?
- Replies: 7
- Views: 4636
Per IRS instructions on their website - look up International Taxpayer: You may be allowed an automatic 2-month extension of time to file your return and pay any federal income tax that is due. You will be allowed the extension if you are a U.S. citizen or resident alien and on the regular due date ...
- Wed Apr 09, 2014 4:21 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
Found this in TaxAct support for how to enter Capital Gains and losses on Schedule D. http://www.taxact.com/support/601/schedule-d---capital-gains-and-losses/?txtSearchValue=8949 It has directions. Create 1099-B for a transaction. TaxAct will populate 8949, which will populate Schedule D (which then...
- Wed Apr 09, 2014 1:44 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
- Wed Apr 09, 2014 1:38 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
- Wed Apr 09, 2014 9:41 am
- Forum: Canada / United States Tax & Accounting
- Topic: "quiet disclosure" - what if I filed FBAR?
- Replies: 66
- Views: 32934
- Wed Apr 09, 2014 7:54 am
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
- Tue Apr 08, 2014 8:50 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
- Tue Apr 08, 2014 6:59 pm
- Forum: Canada / United States Tax & Accounting
- Topic: A Canadian mutual fund that provides PFIC/QEF statements
- Replies: 24
- Views: 22332
Sarahp - do I feel your pain! I just looked at it - because I will have to fill it as well, and it just makes me angry that this has to be soooo difficult! I keep hitting a brick wall -just when I figure something out, another roadblock! (OK - that's my vent.) So to get back to the question. I use T...
- Tue Apr 08, 2014 3:42 pm
- Forum: Canada / United States Tax & Accounting
- Topic: "quiet disclosure" - what if I filed FBAR?
- Replies: 66
- Views: 32934
For whatever this is worth - when I was backfiling 3520/A, I remember getting the advice from the professional I hired, that I should stagger the mailings. So, for example, mail completed 3520/A for 2009 (if that is your first filing). Wait a week. Mail 2010's completed forms. Wait a week. Then 2011...
- Tue Apr 08, 2014 3:20 pm
- Forum: Canada / United States Tax & Accounting
- Topic: TD and ING TFSA savings account, trust, not trust?
- Replies: 7
- Views: 5543
- Tue Apr 08, 2014 2:15 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 3520/A whose EIN do I need?
- Replies: 15
- Views: 18201
- Tue Apr 08, 2014 1:53 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 3520/A whose EIN do I need?
- Replies: 15
- Views: 18201
I wouldn't worry about BMO if they don't know what you are talking about. I had the same thing when I was doing mine (but with other investment companies) and I was so confused and frustrated. Hired an IRS enrolled agent to complete my 3520/A and now just follow the format each year. From what I und...