8938 instructions-2025

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The document provides detailed instructions for Form 8938, which is used to report specified foreign financial assets by U.S. taxpayers. It outlines the reporting obligations, who must file, types of specified foreign financial assets, and the applicable thresholds for reporting based on marital status and residency. The form has transitioned to continuous use, meaning it will be updated as necessary rather than annually. Additionally, it includes information on penalties for non-compliance and exceptions to reporting requirements.

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What is the limitation on form 8938?

Form 8938 Filing Thresholds This aggregate value level is also known as the Form 8938 filing threshold. The Form 8938 thresholds range from $50,000 (year-end value for a single US resident filer) all the way to $600,000 (peak value for a married couple residing outside the US).

What is the filing threshold for MFS 8938?

Form 8938 filing thresholds Aggregate value of all specified foreign financial assets on last day of the tax year is more than: Unmarried taxpayers living in the U.S $50,000 Married taxpayers filing a joint return and living in the U.S. $100,000 Married taxpayers filing separate returns and living in the U.S. $50,0003 more rows

What is the threshold for reporting foreign bank accounts?

A United States person that has a financial interest in or signature authority over foreign financial accounts must file an FBAR if the aggregate value of the foreign financial accounts exceeds $10,000 at any time during the calendar year. The full line item instructions are located at FBAR Line Item Instructions.

Who is required to file form 8938?

Unless an exception applies, you must file Form 8938 if you are a specified person (see Specified Person, later) that has an interest in specified foreign financial assets and the value of those assets is more than the applicable reporting threshold.

What happens if I have more than $100,000 in a foreign bank account?

Under the Bank Secrecy Act, U.S. taxpayers must report their overseas bank accounts and financial assets, even if those assets do not generate taxable income. You must report any account with more than $10,000, or if your combined accounts have a total value greater than $10,000.

8938 instructions template

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What is the $50 000 fatca threshold?

Who Needs to Comply With FATCA? Form 8938 needs to be filed by any American taxpayer with financial assets totaling $50,000 or more. Those assets may be in a bank account or may be in stocks, bonds, and other financial instruments.

What must be reported on form 8938?

Use Form 8938 to report your specified foreign financial assets if the total value of all the specified foreign financial assets in which you have an interest is more than the appropriate reporting threshold.

Do I need to file both FBAR and 8938?

The filing of Form 8938 does not relieve you of the separate requirement to file the FBAR if you are otherwise required to do so, and vice-versa. Depending on your situation, you may be required to file Form 8938 or the FBAR or both forms, and certain foreign accounts may be required to be reported on both forms.

8938 instructions-2025

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What is the limitation on form 8938?

What is the filing threshold for MFS 8938?

What is the threshold for reporting foreign bank accounts?

Who is required to file form 8938?

What happens if I have more than $100,000 in a foreign bank account?

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What is the $50 000 fatca threshold?

What must be reported on form 8938?

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