Fillable Printable Form 8938
What is a Form 8938 ?
Form 8938 is known as a financial related form on the Internal Revenue Service(IRS), to be exact, this is a form you should use when the total value of all of your specified foreign financial assets is more than the appropriate threshold that applies to you. Therefore, check all of your specified foreign financial assets and sum the total value, if it meets the condition of the request of IRS, download the blank or fill the fillable form 8938 on Handypdf.com.
Fillable Printable Form 8938
What is a Form 8938 ?
Form 8938 is known as a financial related form on the Internal Revenue Service(IRS), to be exact, this is a form you should use when the total value of all of your specified foreign financial assets is more than the appropriate threshold that applies to you. Therefore, check all of your specified foreign financial assets and sum the total value, if it meets the condition of the request of IRS, download the blank or fill the fillable form 8938 on Handypdf.com.
Form 8938
Form 8938
Department of the Treasury
Internal Revenue Service
Statement of Specified Foreign Financial Assets
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Information about Form 8938 and its separate instructions is at www.irs.gov/form8938.
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Attach to your tax return.
OMB No. 1545-2195
2016
Attachment
Sequence No. 175
For calendar year 20
or tax year beginning
, 20 and ending, 20
If you have attached continuation statements, check hereNumber of continuation statements
1 Name(s) shown on return2 TIN
3Type of filer
a
Specified individualbPartnershipc
CorporationdTrust
4
If you checked box 3a, skip this line 4. If you checked box 3b or 3c, enter the name and TIN of the specified individual who closely holds
the partnership or corporation. If you checked box 3d, enter the name and TIN of the specified person who is a current beneficiary of the
trust. (See instructions for definitions and what to do if you have more than one specified individual or specified person to list.)
aName
bTIN
Part IForeign Deposit and Custodial Accounts Summary
1
Number of Deposit Accounts (reported in Part V) ..................
▶
2
Maximum Value of All Deposit Accounts ..................... $
3
Number of Custodial Accounts (reported in Part V).................
▶
4Maximum Value of All Custodial Accounts ..................... $
5Were any foreign deposit or custodial accounts closed during the tax year? ..........
YesNo
Part IIOther Foreign Assets Summary
1
Number of Foreign Assets (reported in Part Vl) ..................
▶
2Maximum Value of All Assets (reported in Part Vl) ................... $
3Were any foreign assets acquired or sold during the tax year? ..............
YesNo
Part IIISummary of Tax Items Attributable to Specified Foreign Financial Assets (see instructions)
(a) Asset Category(b) Tax item
(c) Amount reported on
form or schedule
Where reported
(d) Form and line(e) Schedule and line
1 Foreign Deposit and
1a Interest$
Custodial Accounts1b Dividends$
1c Royalties$
1d Other income$
1e Gains (losses)$
1f Deductions$
1g Credits$
2 Other Foreign Assets2a Interest$
2b Dividends$
2c Royalties$
2d Other income$
2e Gains (losses)$
2f Deductions$
2g Credits$
Part IVExcepted 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 8938 for the tax year.
1. Number of Forms 35202. Number of Forms 3520-A3. Number of Forms 5471
4. Number of Forms 86215. Number of Forms 8865
Part V
Detailed Information for Each Foreign Deposit and Custodial Account Included in the Part I Summary
(see instructions)
If you have more than one account to report in Part V, attach a continuation statement for each additional account (see instructions).
1
Type of account
DepositCustodial
2 Account number or other designation
3Check all that applya
Account opened during tax yearbAccount closed during tax year
c
Account jointly owned with spouse
d
No tax item reported in Part III with respect to this asset
4Maximum value of account during tax year ..................... $
5Did you use a foreign currency exchange rate to convert the value of the account into U.S. dollars? ..
YesNo
6If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which
account is maintained
(b) Foreign currency exchange rate used to
convert to U.S. dollars
(c) Source of exchange rate used if not from U.S.
Treasury Department's Bureau of the Fiscal Service
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 37753A
Form
8938 (2016)
Form 8938 (2016)
Page 2
Part V
Detailed Information for Each Foreign Deposit and Custodial Account Included in the Part I Summary
(see instructions) (continued)
7 a
Name of financial institution in which account is maintained
b Global Intermediary Identification Number (GIIN) (Optional)
...
8
Mailing address of financial institution in which account is maintained. Number, street, and room or suite no.
9
City or town, state or province, and country (including postal code)
Part VIDetailed Information for Each “Other Foreign Asset” Included in the Part II Summary (see instructions)
If you have more than one asset to report in Part VI, attach a continuation statement for each additional asset (see instructions).
1
Description of asset2 Identifying number or other designation
3Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a
Date asset acquired during tax year, if applicable ..................
b
Date asset disposed of during tax year, if applicable .................
c
Check if asset jointly owned with spousedCheck if no tax item reported in Part III with respect to this asset
4Maximum value of asset during tax year (check box that applies)
a
$0 - $50,000b$50,001 - $100,000c$100,001 - $150,000d$150,001 - $200,000
e
If more than $200,000, list value ........................$
5Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? ...
YesNo
6If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset
is denominated
(b) Foreign currency exchange rate used to
convert to U.S. dollars
(c) Source of exchange rate used if not from U.S.
Treasury Department's Bureau of the Fiscal Service
7
If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a
Name of foreign entity
b GIIN (Optional)
...
cType of foreign entity(1)Partnership(2)Corporation(3)Trust(4)Estate
d
Mailing address of foreign entity. Number, street, and room or suite no.
e
City or town, state or province, and country (including postal code)
8
If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
Note: If this asset has more than one issuer or counterparty, attach a continuation statement with the same information for
each additional issuer or counterparty (see instructions).
a
Name of issuer or counterparty
Check if information is for
IssuerCounterparty
bType of issuer or counterparty
(1)Individual(2)Partnership(3)Corporation(4)Trust(5)Estate
cCheck if issuer or counterparty is a
U.S. personForeign person
d
Mailing address of issuer or counterparty. Number, street, and room or suite no.
eCity or town, state or province, and country (including postal code)
Form 8938 (2016)
Form 8938 (2016)
Page
(Continuation Statement)
Name(s) shown on returnTIN
Part V
Detailed Information for Each Foreign Deposit and Custodial Account Included in the Part I Summary
(see instructions)
1
Type of account
DepositCustodial
2 Account number or other designation
3Check all that applya
Account opened during tax yearbAccount closed during tax year
c
Account jointly owned with spouse
d
No tax item reported in Part III with respect to this asset
4Maximum value of account during tax year ..................... $
5Did you use a foreign currency exchange rate to convert the value of the account into U.S. dollars? ..
YesNo
6If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which
account is maintained
(b) Foreign currency exchange rate used to
convert to U.S. dollars
(c) Source of exchange rate used if not from U.S.
Treasury Department's Bureau of the Fiscal Service
7 a
Name of financial institution in which account is maintainedb GIIN (Optional)
...
8
Mailing address of financial institution in which account is maintained. Number, street, and room or suite no.
9
City or town, state or province, and country (including postal code)
Part VIDetailed Information for Each “Other Foreign Asset” Included in the Part II Summary (see instructions)
1
Description of asset
2 Identifying number or other designation
3Complete all that apply. See instructions for reporting of multiple acquisition or disposition dates.
a
Date asset acquired during tax year, if applicable ..................
b
Date asset disposed of during tax year, if applicable .................
c
Check if asset jointly owned with spousedCheck if no tax item reported in Part III with respect to this asset
4Maximum value of asset during tax year (check box that applies)
a
$0 - $50,000b$50,001 - $100,000c$100,001 - $150,000d$150,001 - $200,000
e
If more than $200,000, list value ........................$
5Did you use a foreign currency exchange rate to convert the value of the asset into U.S. dollars? ...
YesNo
6If you answered “Yes” to line 5, complete all that apply.
(a) Foreign currency in which asset
is denominated
(b) Foreign currency exchange rate used to
convert to U.S. dollars
(c) Source of exchange rate used if not from U.S.
Treasury Department's Bureau of the Fiscal Service
7
If asset reported on line 1 is stock of a foreign entity or an interest in a foreign entity, enter the following information for the asset.
a
Name of foreign entityb GIIN (Optional)
...
cType of foreign entity(1)
Partnership(2)Corporation(3)
Trust(4)Estate
dMailing address of foreign entity. Number, street, and room or suite no.
e
City or town, state or province, and country (including postal code)
8
If asset reported on line 1 is not stock of a foreign entity or an interest in a foreign entity, enter the following information for the
asset.
a
Name of issuer or counterparty
Check if information is for
IssuerCounterparty
bType of issuer or counterparty
(1)Individual(2)Partnership(3)Corporation(4)Trust(5)Estate
cCheck if issuer or counterparty is a
U.S. personForeign person
dMailing address of issuer or counterparty. Number, street, and room or suite no.
eCity or town, state or province, and country (including postal code)
Form 8938 (2016)
