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IRS 8938 2017 free printable template

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Cat. No. 37753A Form 8938 2017 Page 2 7a b Global Intermediary Identification Number GIIN Optional Mailing address of financial institution in which account is maintained. Number street and room or suite no. Where reported d Form and line e Schedule and line Excepted Specified Foreign Financial Assets see instructions If you reported specified foreign financial assets on one or more of the following forms enter the number of such forms filed. You do not need to include these assets on Form...
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. 1 You do not use Form 1542 or Form 8858; or 2 You have no income attributable to such foreign income; 3 You have no qualifying foreign income. Do not complete this attachment. Attachment Sequence No. 180, 20Number of continuation statements1Name(s) shown on return3Type of filer Specified individual b Partnership c a Corporation d Trust If. . . 4 You do not use Form 8938; or 5 You do not have income attributable to such foreign income; 6 You have no qualifying foreign income. Do not complete this attachment. Attachment Sequence No. 185, 20Number of continuation statements1Name(s) shown on return3Type of filer Specified individual b Partnership c a Corporation d Trust If. . . 7 You use either Form 8938 or Form 8979; and 8 You have no qualifying foreign income. Do not complete this attachment. Attachment Sequence No. 190, 20Number of continued statements1All Individuals 2 You do not have income attributable to this type of income; 3 You have no income attributable to this type of income; 4 You did not earn any income of this type of income from sources within the United States; and 5 You do not have any tax withheld. Do not complete this attachment. If you have income attributable to this type of income, you should attach a Form 8948, Statement of Foreign Income and Assets Withheld, which shows the source of such income. Attachment Sequence No. 205, 20Number of continued statements1All Individuals 3 You are an individual resident of the United States for tax year 2017. 4 You are an individual resident of the United States for tax year 2017 that has earned income for the taxable year from sources within the United States. 5 You are an individual resident of the United States for tax year 2017 that has earned income for the taxable year from sources within the United States that were not attributable to your trade or business income, or sources within the United States of sources that are attributable to your trade or business income. 6 You are an individual resident of the United States for tax year 2017 that has earnings that were derived in the United States that were not effectively connected with your trade or business. 7 You do not have any income or gain from sources within the United States during the year for which you filed Form 8938, or this form.

Who Needs IRS Form 8938?

Everyone who holds financial assets outside the United States or is somehow connected with foreign entities is required to fill out Form 8938. An important requirement for filing the form is that the value of all foreign assets should exceed the particular threshold.

What is IRS Form 8938 for?

Form 8938 is used to report all the foreign financial assets a taxpayer holds somewhere abroad. However, foreign financial assets are a collective notion. The IRS differentiates some types of such assets. They are as follows:

  • The accounts held in financial institution outside the UAS
  • Foreign stocks and bonds
  • Interest in a foreign organization or corporation
  • Any financial documentation

Is IRS form 8938 accompanied by other forms?

Initially form 8938 was designed as a part of FATWA short for Foreign Account Tax Compliance Act. According to the regulations an individual fills out Form 8938 and attaches it to their annual return which may be one of the following: Form 1040, Form 1040NR, Form 1041, etc.

When is IRS Form 8938 Due?

The form should be sent to the IRS only when it is attached to the annual return or amended return by April 18th, 2017.

How do I Fill out IRS Form 8938?

The form is rather complicated with four parts that need to be completed. Prior to filling out the four parts of the form, an individual should complete the fields with their identification information and define which type of filer they are.

Each part of the form accounts for a particular type of foreign asset such as: financial accounts, stocks, bonds, etc.

Where do I send IRS form 8938?

The form together with the annual income return is sent to the IRS.

Instructions and Help about form 8938 2017

Okay for this video I wanted to cover a sample 8938 filing now the 8938 is a statement of specified foreign financial assets, so generally this needs to be filed if you as a U.S. person, so that's a U.S. individual taxpayer or if you have certain types of U.S. entities so U.S. corporations partnerships need to file this disclosure if you as the beneficial owner have foreign financial assets right and those foreign financial assets have to exceed certain thresholds during the year and if they do then you need to file this form with your tax return okay, so I've got one sample in front of us here that we'll walk through and then a slide here with some rules and filing thresholds and then the fact pattern that we're going to be working with so if we start at the top here and just kind of work our way down again just to reiterate the 8938 filed by us persons that have a beneficial interest in foreign financial assets, so these are foreign bank accounts uh foreign investments and stocks and other securities bonds um if you have direct interest in foreign entities right so...

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