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Russ
Posts: 71 Joined: Wed Oct 27, 2004 12:09 pm
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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
Posts: 18359 Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man
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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.
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing
Russ
Posts: 71 Joined: Wed Oct 27, 2004 12:09 pm
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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
Posts: 18359 Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man
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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
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing
Russ
Posts: 71 Joined: Wed Oct 27, 2004 12:09 pm
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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
Posts: 18359 Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man
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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,
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing
Russ
Posts: 71 Joined: Wed Oct 27, 2004 12:09 pm
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by Russ » Mon Oct 09, 2006 10:20 am
And I simply send it in to Philadelphia with nothing else?
Thx.
nelsona
Posts: 18359 Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man
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by nelsona » Tue Oct 10, 2006 9:11 am
Yup.
3520 is a standalone submission.
nelsona non grata. Non pro. Please Search previous posts, no situation is unique as you might think. Happy Browsing