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Click ‘Get Form’ to open the IRS 8938 Instructions Form in our platform's editor.
Begin by entering your identifying information at the top of the form, including your name and taxpayer identification number (TIN).
In Part I, summarize your foreign deposit and custodial accounts. Report the number of accounts and their total maximum value.
Proceed to Part II to summarize other foreign assets. Again, report the number of assets and their total maximum value.
Complete Part III by entering tax items attributable to specified foreign financial assets, such as interest and dividends.
If applicable, fill out Part IV for any excepted specified foreign financial assets reported on other forms.
For detailed information on each account or asset, use Parts V and VI. Attach continuation sheets if necessary.
Review all entries for accuracy before saving or exporting your completed form directly from our platform.

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Do I need to file both FBAR and 8938?

A financial asset that is reported on Form 8938 (FATCA) does not necessarily need to be reported on your FBAR form and vice versa.

How to file Form 8938?

You can fill out a physical copy of Form 8938 and mail it with the rest of your tax return and tax payment by the annual federal tax filing deadline. You can also e-file it with the rest of your electronic tax return.

What must be reported on Form 8938?

If you are required to file Form 8938, you must report your financial accounts maintained by a foreign financial institution. Examples of financial accounts include: Savings, deposit, checking, and brokerage accounts held with a bank or broker-dealer.

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Is Form 8938 required?

Unmarried individuals residing in the United States are required to file Form 8938 if the market value of their foreign financial assets is greater than $50,000 on the last day of the year or greater than $75,000 at any time during the year.

What happens if you forget to file Form 8938?

In general, Form 8938 penalties will be $10,000 per year. Unlike the FBAR penalties, there has been no indication that the Internal Revenue Service plans on seeking penalties against Taxpayers based on each specific asset reported, as opposed to a per form violation but you never know.

Who is not required to file Form 8938?

The total value of my specified foreign financial assets does not exceed $49,000 during the tax year. You do not have to file Form 8938. You do not satisfy the reporting threshold of more than $50,000 on the last day of the tax year or more than $75,000 at any time during the tax year.

What is the purpose of IRS 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.

Who is not required to file Form 8938?

The total value of my specified foreign financial assets does not exceed $49,000 during the tax year. You do not have to file Form 8938. You do not satisfy the reporting threshold of more than $50,000 on the last day of the tax year or more than $75,000 at any time during the tax year.

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