FAQ

Do I need Form 8938?

A practical starting point for deciding whether your foreign financial assets require Form 8938 with your U.S. tax return.

You may need Form 8938 if you are a specified individual or entity, are required to file an income-tax return, and your specified foreign financial assets exceed the applicable filing-year thresholds. Filing status, foreign residence, ownership, asset type, and duplicative-reporting rules all matter. Use the current IRS instructions rather than relying on a generic threshold from an older article.

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