Topic library
Form 8938
18 resources covering form 8938 for Americans living or filing abroad.
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5 de septiembre de 2026Haven't Filed U.S. Taxes While Living Abroad? Your 2026 Guide to Catching Up
Missed U.S. tax returns while living abroad? Learn how to assess how much trouble you're in, what you may owe, which foreign-account reports are missing, and how the Streamlined Foreign Offshore Procedures or ordinary late filing can bring you back into compliance.
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5 de agosto de 2026Foreign Life Insurance and U.S. Tax Reporting: Cash Value, PFIC, Trust, and Policy Transactions
How a foreign life-insurance or annuity contract can raise separate U.S. questions about section 7702 treatment, cash value, Form 8938, FBAR, PFICs, foreign trusts, surrender, loans, and death benefits—without assuming the product label decides the result.
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5 de agosto de 2026Foreign Real Estate Held Through an Entity
A decision-first guide to foreign real estate held through an entity. Establish who held title, classify the arrangement for U.S. tax purposes, separate rent, property sale, and entity-interest sale, then test Form 8938, FBAR, Form 5471, Form 8858, Form 8865, Form 3520, income, and state reporting independently.
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5 de agosto de 2026Form 8938 Asset Inventory for Complex Portfolios
A records-first guide to form 8938 asset inventory for complex portfolios, including the questions to classify, documents to gather, related U.S. forms, and when a written scope helps.
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3 de agosto de 2026Foreign Crypto Exchange Accounts: U.S. Tax Reporting
How to review a foreign crypto exchange account for income, Form 8938, FBAR, custody, maximum values, and recordkeeping.
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3 de agosto de 2026Crypto Tax Software for Expats: What It Cannot Decide
How to use crypto tax software as a reconciliation tool while preserving custody, foreign-account, entity, treaty, and income classification review.
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3 de agosto de 2026FATCA and Cryptocurrency Reporting for Americans Abroad
Understand how foreign exchanges, custodial accounts, private wallets, and crypto income fit into the Form 8938 review without confusing FATCA with FBAR rules.
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3 de agosto de 2026FATCA Foreign Asset Reporting for Americans Abroad
Understand which foreign assets may fall within Form 8938, how FATCA differs from FBAR, and how to build a complete asset inventory before filing.
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3 de agosto de 2026FATCA Letter From Your Bank: What U.S. Account Holders Abroad Should Check
A foreign bank asks for a W-9, W-8, SSN, or U.S. tax details? Learn what a FATCA-related request may mean and how to separate bank certification from your U.S. filing obligations.
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3 de agosto de 2026FATCA Penalties for Form 8938 Noncompliance
Learn how Form 8938 penalties work, why they are separate from FBAR penalties, and what to document before responding to a missing-form problem.
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3 de agosto de 2026Foreign Spouse Inherited Accounts: U.S. Tax Reporting
What an American abroad should review after inheriting a foreign account through a spouse, including basis, Form 3520, FBAR, and Form 8938 questions.
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3 de agosto de 2026Form 8938 Thresholds for Americans Living Abroad
Learn when Americans abroad may need Form 8938, how the foreign-resident thresholds work, what assets are included, and why Form 8938 is separate from the FBAR.
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3 de agosto de 2026French Assurance-Vie: U.S. Tax and Reporting Questions
What Americans abroad should collect before analyzing a French assurance-vie policy for income, PFIC, FATCA, FBAR, trust, and treaty questions.
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3 de agosto de 2026Green Card Holders Abroad: FBAR and FATCA Reporting
How lawful permanent residents living abroad should review foreign accounts and assets for FBAR and Form 8938 without confusing the two forms.
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3 de agosto de 2026Foreign Insurance Policies and PFIC Questions for Expats
How to review foreign life insurance and investment-linked policies for PFIC, Form 8938, FBAR, and income-reporting questions.
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9 de febrero de 2026FATCA Requirements for Americans Abroad: 2026 Guide
Form 8938 can require Americans abroad to report specified foreign financial assets when the applicable filing threshold is exceeded. Learn how the foreign-resident thresholds, asset rules, and FBAR differences work.
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9 de febrero de 2026FBAR vs FATCA: Differences & Do You Need Both?
FBAR and FATCA are separate U.S. reporting systems. FBAR tests reportable foreign financial accounts; FATCA (Form 8938) tests specified foreign financial assets. Learn how they differ and where the full comparison lives.
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1 de febrero de 2026Crypto Taxes for US Expats: 2026 IRS Reporting Rules
How Americans abroad report crypto to the IRS in 2026, including current FinCEN guidance, capital gains, earned income, and Form 8938 considerations.