If you're required to file Form 8938, Statement of Specified Foreign Financial Assets, you can upload the completed form directly in the program. Form 8938 is an informational IRS form used to report certain foreign financial assets and is submitted with your federal tax return when required.
To upload the form:
- Go to the Federal section.
- Select Miscellaneous Forms.
- Choose Statement of Specified Foreign Financial Assets.
- Upload your completed Form 8938.
Once uploaded, the form will be attached to your electronic return and sent to the IRS as a supporting document. Keep a copy of the completed form with your tax records for future reference.
Why Don't I See Form 8938 in My Tax Return PDF?
Don't worry if Form 8938 isn't included in the PDF copy of your tax return.
When you upload Form 8938, it is transmitted as a separate attachment with your return. Because it's sent independently, it typically does not appear in the final PDF version of your tax return that you can view or print.
As long as the form was uploaded successfully and your return was transmitted, the attachment is sent to the IRS along with your filing.
If you're unsure whether you must file Form 8938, review the IRS instructions carefully. Reporting thresholds vary depending on filing status and whether you live in the United States or abroad.