First IRS Notice from Streamline Non-Resident-Filer Program

This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.

Moderator: Mark T Serbinski CA CPA

Post Reply
albator73
Posts: 8
Joined: Sat Nov 03, 2012 4:14 pm

First IRS Notice from Streamline Non-Resident-Filer Program

Post by albator73 »

Hi,

So today, I received a big letter with the IRS stamp on it and in it was a letter 4087 from IRS. First notice I received since I sent them my tax under the "Streamlined Non-Resident, Non-Filer Program".

They mention I forget 2 items:

1. FBAR TD F90-22.1 was suppose to be included in the submission. I did sent it last year before the date but look like they didn't have it on there record since it is another dept. So make sure you send your FBAR in your Streamlined package even if you sent it before.

2. This is were I need help, here the second point were I don't understand. I transcribe there question.

You attached a form 8891, US information Return for beneficiaries of Certain Canadian Registered Retirement plan, with your submission to the "Streamlined Non-Resident, Non-Filer Program" to request relief for failure to timely elect deferral of income from certain retirement or savings plans. For us to consider your submission, you also must include a statement that:
- Is made under penalties of perjury
- Requests an extension of time to make an election to defer income tax
- Identifies the applicable treaty provision
- Describes the events that led to the failure to make the election

Can someone explain me in plain English what exactly they request?

Thanks in advance.
Albator
nelsona
Posts: 18675
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

Seems pretty clear. you need to attach a statement expalining why you filed to make the timely election, formally request an extension, identifies the treaty )its right on the 8891 form), and conclude the statement with "i'm not lying", you can find similar wording at the suignature line of your 1040.
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
Post Reply