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Form 5471 Penalties

Article This item discusses the importance of timely filing federal income tax returns that include Form 5471, regardless of whether the return shows a balance due, because of the extensive penalties for failure to comply with the reporting requirements
Published on June 16, 2011

Form 1042 Information Reporting Requirements

Article Taxpayers have an obligation to file information reporting forms to report certain payments to nonresident individuals, foreign corporations, foreign partnerships, and certain foreign fiduciaries, estates, and trusts
Published on May 02, 2010

Form 1042-S Penalties

Article Beginning with the 2011 tax year, the IRS has doubled the per form penalties for late filings of Form 1042-S and for a Form 1042-S that was improperly completed
Published on January 13, 2012

Form W-2 Reporting Requirement Extended for Employer-Sponsored Group Health Plans

Article The IRS announced that employers will not be required to report the cost of employer-sponsored coverage on Forms W-2, Wage and Tax Statement, issued for 2011, due to the difficulty in preparing payroll systems for the requirement
Published on January 28, 2011

Form 990 Filing Deadline for Tax-Exempt Hospitals Delayed

Article The IRS has announced that it is granting certain tax-exempt hospitals an automatic three-month extension of time to file their 2010 Forms 990. The automatic extension applies to Forms 990 with a due date before August 15, 2011; the IRS is also directing affected hospitals not to file before July
Published on July 20, 2011

Forms 8275 and 8275-R How Much Information Is Enough

Article Adequate disclosure can protect the preparer and taxpayer from penalties in certain cases. However, preparing a disclosure that is adequate to apprise the IRS of the controversy without prejudicing the taxpayer is not a simple task.
Published on May 12, 2010

New Form 990 Whats Confusing Filers

Article The redesigned Form 990 has been the subject of much discussion since the IRS released it in 2007, and several areas of confusion have been identified. This item highlights problems frequently encountered...
Published on October 04, 2011

Revised Form 1120-F Practical Issues and Missed Opportunities

Article In early 2007, the IRS published a substantially revised Form 1120-F, U.S. Income Tax Return of a Foreign Corporation, to be used for tax years beginning in 2007
Published on January 28, 2011

New Form 926 Return by a U.S. Transferor of Property to a Foreign Corporation

Article This article focuses on the history and purpose of Form 926 and describes changes that were made effective beginning in December 2008
Published on January 28, 2011

Innocent or Not Let the Factors Decide

Article Three forms of innocent spouse relief are available under Sec. 6015. This article discusses the three forms of relief, the substantive requirements for qualifying for each, and the time period in...
Published on October 04, 2011

New Form 990 Aims for Transparency, Accountability, and Oversight

Article Editor: Frank J. O'Connell, Jr., CPA, Esq. While transparency, accountability, and oversight do not appear to be tax issues per se, recent legislative focus and IRS enforcement in this area have heightened the need for tighter controls within the nonprofi
Published on April 20, 2010

Preparing and Filing Form 8939

Article The IRS has issued Form 8939 and long-awaited guidance for executors of decedents who died in 2010 and who are deciding whether to elect out of the estate tax and apply the carryover...
Published on October 28, 2011

Revisions to 2007 Form 1120-F

Article The IRS has revised Form 1120-F, U.S. Income Tax Return of a Foreign Corporation, and related schedules, effective for filing periods ending on or after December 31, 2007
Published on May 21, 2010

New Foreign Trust Tax Form Project 1041NR

Article IRS representatives recently approved a joint project with the AICPA Foreign Trust Task Force. Together they will design a new Form 1041NR, U.S. Income Tax Return for Foreign Estates and Trusts, which tax return preparers and IRS personnel will find easier to understand, prepare, and process
Published on May 10, 2010

Automatic Penalties for Late Forms 5471 and Related Forms

Article The IRS has begun informing taxpayers that starting January 1, 2009, it will automatically assess Sec. 6038 penalties for each late-filed Form 5471
Published on June 01, 2010

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