Get the free 2018 Form 8966. FATCA Report

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Caution: DRIFTNET FOR FILING This is an early release draft of an IRS tax form, instructions, or publication, which the IRS is providing for your information as a courtesy. Do not file draft forms.

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How to fill out 2018 form 8966 fatca

01

Obtain form 8966 FATCA from the IRS website or your tax advisor.

02

Read the instructions thoroughly to understand the requirements and reporting obligations.

03

Begin the form by entering your name, address, and tax identification number.

04

Provide information about your financial institution, including the name, address, and GIIN (Global Intermediary Identification Number).

05

Report any exemptions or waivers that may apply to your situation.

06

Fill out Part I to provide general information about the report, including the tax year and other details.

07

Proceed to Part II where you will provide information about all reportable accounts, including the account number, balance, and potentially any identifying information about the account holder.

08

If reporting more than one account, attach additional schedules as required.

09

Complete Part III to provide information about any disregarded entities or passive NFFE (Non-Financial Foreign Entities) that you have an interest in.

10

Review the completed form for accuracy and ensure all necessary supporting documents are attached.

11

Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.

12

Keep a copy of the form and supporting documents for your records.

13

Submit the completed form to the IRS by the designated deadline, following the submission instructions provided in the form's instructions.

Who needs 2018 form 8966 fatca?

01

Any foreign financial institutions (FFIs) that have US account holders or US-owned foreign entities, and meet the reporting requirements set forth by FATCA (Foreign Account Tax Compliance Act) need to complete form 8966 FATCA.

02

Additionally, any individual or organization that acts as a custodian, broker, or intermediary for foreign financial institutions may also have obligations to report on form 8966 FATCA.

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What is form 8966 fatca report?

Form 8966 is a report required under the Foreign Account Tax Compliance Act (FATCA) for foreign financial institutions (FFIs) to report information about accounts held by U.S. persons.

Who is required to file form 8966 fatca report?

Foreign financial institutions (FFIs) that have U.S. account holders are required to file Form 8966.

How to fill out form 8966 fatca report?

Form 8966 must be filled out with accurate information regarding U.S. account holders, including account details and the reporting FFI's information. It is essential to follow IRS instructions for proper completion.

What is the purpose of form 8966 fatca report?

The purpose of Form 8966 is to comply with FATCA regulations by reporting the financial accounts held by U.S. citizens and residents in foreign financial institutions.

What information must be reported on form 8966 fatca report?

Form 8966 requires reporting of account holder identification, account balances, and other relevant account information pertaining to U.S. persons.

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