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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 8938
for the current year.
IRS Form 8938 Statement of Specified Foreign Financial Assets
What Is IRS Form 8938?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 8938?
A: IRS Form 8938 is a statement used to report specified foreign financial assets.
Q: Who needs to file IRS Form 8938?
A: US taxpayers who have specified foreign financial assets that meet certain thresholds must file Form 8938.
Q: What are specified foreign financial assets?
A: Specified foreign financial assets include things like bank accounts, stock or securities, and other financial instruments held outside of the United States.
Q: What are the reporting thresholds for Form 8938?
A: Reporting thresholds vary depending on factors such as filing status and residency status.
Q: Is there a penalty for not filing Form 8938?
A: Yes, there are penalties for failure to file Form 8938 or for inaccurate reporting.
Q: Do I need to file Form 8938 if I already report these assets on another form?
A: Yes, even if you report specified foreign financial assets on another form, you may still need to file Form 8938.
Form Details:
- A 3-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 8938 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 8938 Statement of Specified Foreign Financial Assets
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