Get the free Instructions for Form 8938 (Rev. December 2014). Instructions for Form 8938 , Statem...
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Part I. Foreign Deposit and Custodial Accounts Summary. 1. Number of Deposit Accounts (reported on Form 8938).
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How to fill out instructions for form 8938
How to Fill Out Instructions for Form 8938:
01
Gather all necessary information: Before filling out Form 8938, collect all the required information such as your name, taxpayer identification number, and details about your specified foreign financial assets.
02
Understand reporting thresholds: Familiarize yourself with the reporting thresholds set by the IRS. The form must be filed by U.S. taxpayers who have a certain value of specified foreign financial assets that exceed the thresholds defined in the instructions.
03
Fill out Part I - Identifying Information: Begin by providing your personal details in Part I of the form. This includes your individual or jointly filing status, name, address, and taxpayer identification number.
04
Determine if you are a resident or a nonresident alien: Check the appropriate box to declare if you are a resident or a nonresident alien for the tax year in question.
05
Complete Part II - Ownership Information: In this section, you will need to provide details about each specified foreign financial asset you own or have an interest in. This includes the type of asset, maximum value of the asset during the tax year, and the name and address of the foreign institution or custodial account.
06
Fill out Part III - Treatment of Income and Assets: Part III requires you to specify any income, gains, losses, deductions, or credits related to the specified foreign financial assets mentioned in Part II. Include the corresponding amounts and indicate if they have already been reported on your tax return.
07
Complete Part IV - Signature: Sign and date the completed form. If you are filing a joint return, your spouse must also sign the form. Ensure you retain a copy for your records.
Who needs instructions for Form 8938?
01
U.S. taxpayers with specified foreign financial assets: Individuals who meet the reporting thresholds defined by the IRS and have specified foreign financial assets during the tax year must file Form 8938.
02
Those with complex financial situations: Individuals with complex financial situations involving foreign assets or interests may need instructions to ensure they accurately complete the form and comply with IRS regulations.
03
Taxpayers seeking guidance: Individuals who are unfamiliar with the requirements of Form 8938 may need instructions to understand the reporting thresholds, asset categories, and other necessary information to properly fill out the form.
Remember, it is always wise to consult a tax professional or refer to the official IRS instructions for Form 8938 for detailed and up-to-date guidance.
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What is instructions for form 8938?
Form 8938 is used by certain U.S. taxpayers to report specified foreign financial assets.
Who is required to file instructions for form 8938?
Individuals who meet the threshold requirements for reporting specified foreign financial assets are required to file Form 8938.
How to fill out instructions for form 8938?
Form 8938 must be filled out according to the instructions provided by the IRS, which include providing information about the taxpayer's foreign financial assets.
What is the purpose of instructions for form 8938?
The purpose of Form 8938 is to help the IRS identify taxpayers who may have unreported foreign financial assets.
What information must be reported on instructions for form 8938?
Taxpayers must report information about their specified foreign financial assets, including the maximum value of each asset during the tax year.
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