FBAR and 8891 backfiling

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taxidiot
Posts: 2
Joined: Wed Sep 07, 2011 10:27 am

FBAR and 8891 backfiling

Post by taxidiot »

Does anyone have recent experience with backfiling FBARS and 8891s? I noticed some amnesty for those with no additional income to report until September 9, 2011. Of Course, I just became aware of this requirement a week ago and couldn't get all my paperwork together. I have 6 years of 1040X (to amend Schedule B questions), 8891 and TDF 90-22.1 in front of me to send in and am nervous about penalties. Again, no income generated just the RRSP growth which should be tax deferred once I get in my 8891s.
nelsona
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Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

You will have no problems.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
madhoa
Posts: 29
Joined: Sun Aug 21, 2011 2:50 pm

Post by madhoa »

I'm not even sure you need to amend 1040 if the only change is to Schedule B question. Probably safer to do so, though.
nelsona
Posts: 18675
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

Yes. it is advisable, to correctly answer the trust question (not so much the foreign account question).
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
kal2
Posts: 37
Joined: Sat Aug 20, 2011 9:16 pm

RRSPs and forms 8891, 3520, and 1040 sched. B line 8

Post by kal2 »

I am hoping someone can clarify this:

When did 8891s come into use? 2004?

How do they work? If one is filed at some point, does it date back to the date of creation of the RRSP, or what? (If they do not backdate to accruals/contributions made in a pre-election year, what happens then?)

And, is an RRSP always in a trust such that an RRSP owner will always have to check 'yes' on schedule B line 8? Or, does the exclusion of RRSP holders from those who have to file 3520s mean that the correct answer to sched. B line 8 is 'no'?
kal2
Posts: 37
Joined: Sat Aug 20, 2011 9:16 pm

Post by kal2 »

Sorry -- this is off topic here; I am moving it to a separate post.
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