Form 8308

The schema for Form 8308 did not include the proper fields to allow for the input of a foreign transferor identification number. They should have been able to populate this field with the values of "APPLDFOR" or FOREIGNUS".This is causing a schema validation error for the 1065/1065B.

Workaround:

If you are filing your Form 1065 or 1065B and need to complete and attach Form 8308 with a foreign transferor identification number, you will need to submit the Form(s) 8308 as a PDF.  Label this file "F8308ForeignID.pdf".  (This workaround will be used for TY2006 and TY2007).  The schemas will be corrected effective  1/5/2009.

Listing more than one foreign country in Schedule B

• Form 1065, Page 2, Schedule B, Question 9 asks whether or not the partnership had an interest in a financial account in a foreign country. The element is a boolean element. When the response is yes, the foreign country must be identified. The field for the foreign country code is an indicator on the Question 9 element. As such, only a single foreign country code can be identified at present.
• If more than one foreign country needs to be identified, please use the dependency labeled "foreign country account statement", present in the schema, to attach a statement.

Form 3115 Dependency attached to Part IV Line 27

• Section 481a Adjustment Schedule is missing from version 2.3 schema package. If this dependency is needed, please use the general dependency attached to the return to report this information.

Correcting the Partnership Name Control

• The partnership must write a letter to the IRS requesting a name control change. This should be done 30 day before filing a return. The letter needs to contain the partnership EIN, the current partnership name and name control and the new name control. The request must be signed by a partner of the business. If desired, the letter should also request confirmation that the name control change was received and made. The letter can either be faxed to (801) 620-7116 or mailed to:

Internal Revenue Service
1973 North Rulon White Blvd. M/S 6273
Ogden, UT 84404

Changing the Name of the Partnership

• 30 days prior to filing your return, the partnership must write a letter to the IRS requesting a name change. The letter needs to contain the partnership EIN, the current partnership name and the new partnership name. The request must be signed by a partner of the business. If desired, the letter should also request confirmation that the change was received and made. The letter can either be faxed to (801) 620-7116 or mailed to:
  
  Internal Revenue Service
  1973 North Rulon White Blvd. M/S 6273
  Ogden, UT 84404