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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2011) Department of the Treasury Internal Revenue Service.::. F. Ti. 10 MB No. 15452224 See separate instructions.

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How to fill out about form 8938 statement

01

To fill out Form 8938, follow these steps:

02

Step 1: Provide your personal information, including your name, address, and taxpayer identification number.

03

Step 2: Indicate the type of filer you are and the applicable tax year.

04

Step 3: Determine your filing threshold and check the box if it applies to you.

05

Step 4: Report the maximum value of specified foreign financial assets that you own or have an interest in.

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Step 5: Specify the type of each asset and provide additional details if required.

07

Step 6: Calculate and report the aggregate value of all assets.

08

Step 7: Identify any foreign trusts and provide the necessary information.

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Step 8: Sign and date the form.

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Step 9: Attach the completed Form 8938 to your annual tax return.

Who needs about form 8938 statement?

01

Form 8938 is required to be filed by certain U.S. taxpayers who have specified foreign financial assets that meet the reporting thresholds.

02

Generally, individuals who have an interest in foreign financial accounts or certain other foreign assets exceeding the specified thresholds may need to file Form 8938.

03

This includes U.S. citizens, resident aliens, and certain non-resident aliens who are classified as tax residents.

04

Specific requirements and thresholds can vary based on filing status, residency status, and other factors.

05

It is advisable to consult the IRS guidelines or a tax professional to determine if you are required to file Form 8938.

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What is about form 8938 statement?

Form 8938, Statement of Specified Foreign Financial Assets, is used to report specified foreign financial assets if the total value of those assets exceeds certain thresholds.

Who is required to file about form 8938 statement?

U.S. citizens, resident aliens, and certain non-resident aliens who have an interest in specified foreign financial assets and meet the reporting threshold are required to file Form 8938.

How to fill out about form 8938 statement?

Form 8938 must be attached to the taxpayer's yearly income tax return and include details about the financial assets being reported.

What is the purpose of about form 8938 statement?

The purpose of Form 8938 is to help prevent tax evasion by providing the IRS with information about foreign financial assets held by U.S. taxpayers.

What information must be reported on about form 8938 statement?

Information such as account numbers, financial institution names, and the maximum value of each asset during the tax year must be reported on Form 8938.

What is the penalty for late filing of about form 8938 statement?

The penalty for the late filing of Form 8938 can be up to $10,000, with an additional $10,000 penalty for each 30-day period the failure continues after the IRS notification.

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