Where to send late 8891 form?

Russ · Post by **Russ** » Tue Oct 03, 2006 10:47 pm

I have to send in my 2004 and 2005 8891 forms. My 2005 taxes will be filed in a couple of days and I know I attach the 2005 8891 form with the 1040, but I don't know where to send the 2004 8891.

Can anyone help with this?

Thanks in advance.

nelsona · Post by **nelsona** » Wed Oct 04, 2006 8:33 am

You submit a 1040-X for 2004, stating that you are only ammending your 1040 to add Form 8891, with no changes to income, credits, or deductions.

Russ · Post by **Russ** » Wed Oct 04, 2006 10:10 am

Thanks again Nelson.

Additionally, I was also going to just send in my 2003 3520 form to the Philadelphia IRS address by itself in the next couple of days.

Do I also have to send in a 1040-X for the 2003 3520 form?

Thanks again.

nelsona · Post by **nelsona** » Wed Oct 04, 2006 10:49 am

3520 can be sent on its own.

Wouldn't it have been simpler just to prepare a Rev proc 2002-23 statement? This statement (with year-end value) satisfies the requirements for 2003

Russ · Post by **Russ** » Wed Oct 04, 2006 9:38 pm

Well I hate the 3520 form as it seems so convaluted. However, I thought I understood from this forum that as I'm filing for something in the past - and I never claimed the money as a RRSP but will be a brokerage account - that the RP23 wouldn't do.

nelsona · Post by **nelsona** » Thu Oct 05, 2006 12:01 am

Ah, I thought that you were using 8891 to claim treaty provisions. If not, then 3520 is the only way to go for 2003,

Russ · Post by **Russ** » Mon Oct 09, 2006 10:20 am

And I simply send it in to Philadelphia with nothing else?

Thx.

nelsona · Post by **nelsona** » Tue Oct 10, 2006 9:11 am

Yup.

3520 is a standalone submission.