8938 instructions-2026

The document provides detailed instructions for Form 8938, which is used by specified individuals and domestic entities to report specified foreign financial assets to the IRS. It outlines the purpose of the form, who must file it, reporting thresholds based on marital status and residency, and specific types of foreign financial assets that need to be reported. The document also includes information on penalties for non-compliance, exceptions to reporting requirements, and guidelines for valuing foreign assets. Additionally, it emphasizes the importance of filing Form 8938 alongside other relevant tax forms.

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Click ‘Get Form’ to open the 8938 instructions in the editor.
Begin by reviewing the general instructions. Understand that you must report specified foreign financial assets if their total value exceeds the applicable reporting threshold.
Fill in your identifying information, including your name and taxpayer identification number (TIN), as shown on your annual return.
In Part I, summarize your foreign deposit and custodial accounts. Report the number of accounts and their total maximum values.
Proceed to Part II for other foreign assets. Provide details about each asset, including descriptions and maximum values during the tax year.
If applicable, complete Part IV to identify any specified foreign financial assets reported on other forms to avoid duplicative reporting.

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