Form 8938 2014
Use a Form 8938 2014 template to make your document workflow more streamlined.
Cat. No. 37753A Form 8938 Rev. 12-2014 Page 2 7a Name of financial institution in which account is maintained Mailing address of financial institution in which account is maintained. Number street and room or suite no. Statement of Specified Foreign Financial Assets Form Rev. December 2014 Department of the Treasury Internal Revenue Service For calendar year 20 or tax year beginning If you have attached continuation statements check here and ending TIN Foreign Deposit and Custodial Accounts Summary Number of Deposit Accounts reported on Form 8938. Maximum Value of All Deposit Accounts. Number of Custodial Accounts reported on Form 8938. Were any foreign deposit or custodial accounts closed during the tax year Part II. Yes 2 Other Foreign Assets 1a 1b 1c 1d 1e 1f 1g 2a 2b 2c 2d 2e 2f 2g b Tax item Interest Dividends Royalties Other income Gains losses Deductions Credits c Amount reported on form or schedule No Summary of Tax Items Attributable to Specified Foreign Financial Assets see instructions a Asset Category Custodial Accounts Number of Foreign Assets reported on Form 8938. Attachment Sequence No* 175 Number of continuation statements Name s shown on return OMB No* 1545-2195 Information about Form 8938 and its separate instructions is at www*irs*gov/form8938. Attach to your tax return* Where reported d Form and line e Schedule and line Excepted 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 3520 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 attach a continuation statement for each additional account see instructions. Deposit Custodial 2 Account number or other designation Type of account Account opened during tax year b Account closed during tax year a c d No tax item reported in Part III with respect to this asset Account jointly owned with spouse Did you use a foreign currency exchange rate to convert the value of the account into U*S* dollars. If you answered Yes to line 5 complete all that apply. a Foreign currency in which account is maintained convert to U*S* dollars U*S* Treasury Financial Management Service Check all that apply For Paperwork Reduction Act Notice see the separate instructions. City or town state or province and country including postal code b Reserved Note. If you reported specified foreign financial assets on Forms 3520 3520-A 5471 8621 8865 or 8891 you do not have to include the assets on Form 8938. You must complete Part IV. See instructions. 2 Identifying number or other designation Description of asset Complete 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. Check if asset jointly owned with spouse Check if no tax item reported in Part III with respect to this asset 0 - 50 000 50 001 - 100 000 100 001 - 150 000 e If more than 200 000 list value.
We are not affiliated with any brand or entity on this form.
Open formfollow the instructions
Easily signthe form with your finger
Sendfilled & signed form or save
How to create an eSignature for the 2014 form 8938
Speed up your business’s document workflow by creating the professional online forms and legally-binding electronic signatures.
What is the Form 8938
The Form 8938, officially known as the Statement of Specified Foreign Financial Assets, is a tax form required by the Internal Revenue Service (IRS) for certain U.S. taxpayers. This form is designed to report specified foreign financial assets, which may include foreign bank accounts, investment accounts, and other foreign financial interests. Taxpayers must file this form if their foreign financial assets exceed certain thresholds, which vary based on filing status and residency. Understanding the requirements of Form 8938 is crucial for compliance with U.S. tax laws.
How to use the Form 8938
Using Form 8938 involves accurately reporting your specified foreign financial assets to the IRS. To begin, gather all necessary information regarding your foreign accounts and assets, including account numbers, financial institutions' names, and the maximum value of each asset during the tax year. You will need to fill out the form with this information, ensuring that you meet the reporting thresholds. It is essential to keep detailed records of your foreign financial assets, as the IRS may require documentation to support your claims. Properly completing this form helps you avoid penalties for non-compliance.
Steps to complete the Form 8938
Completing Form 8938 involves several key steps:
- Determine if you are required to file based on your foreign financial assets.
- Gather information about your specified foreign financial assets, including account details and maximum values.
- Fill out the form accurately, ensuring that all required fields are completed.
- Review the form for accuracy and completeness before submission.
- File the form with your annual tax return, ensuring it is submitted by the IRS deadline.
Following these steps carefully can help ensure that you meet your tax obligations regarding foreign financial assets.
Legal use of the Form 8938
The legal use of Form 8938 is governed by U.S. tax laws, specifically the Foreign Account Tax Compliance Act (FATCA). This form must be filed by U.S. taxpayers who meet specific criteria regarding foreign financial assets. Failure to file can result in significant penalties. The IRS considers the information reported on Form 8938 as part of your overall tax compliance, and it is essential to ensure that all details are accurate and complete to avoid legal repercussions.
Filing Deadlines / Important Dates
Form 8938 must be filed along with your annual income tax return, typically due on April 15. If you file for an extension, the deadline for submitting Form 8938 extends to October 15. It is crucial to be aware of these deadlines to avoid late filing penalties. Additionally, if you have foreign financial assets, you may need to comply with other reporting requirements, such as the Foreign Bank Account Report (FBAR), which has its own deadlines.
Penalties for Non-Compliance
Non-compliance with Form 8938 filing requirements can lead to substantial penalties. If you fail to file the form when required, the IRS may impose a penalty of up to $10,000. Continued failure to file can result in additional penalties of $10,000 for each 30-day period after the IRS notifies you of the failure to file. In severe cases, criminal charges may apply for willful neglect. Therefore, it is essential to understand your obligations regarding Form 8938 to avoid these consequences.
Quick guide on how to complete 2014 form 8938
Complete Form 8938 effortlessly on any device
Digital document management has become favored by businesses and individuals alike. It offers an excellent eco-friendly substitute to traditional printed and signed paperwork, as you can easily locate the correct form and securely save it online. airSlate SignNow equips you with all the necessary tools to create, modify, and eSign your documents swiftly without hindrances. Manage Form 8938 across any platform with airSlate SignNow Android or iOS applications and enhance any document-focused workflow today.
The simplest way to adjust and eSign Form 8938 effortlessly
- Obtain Form 8938 and click on Get Form to begin.
- Utilize the tools we provide to complete your document.
- Point out important sections of your documents or redact sensitive information with tools that airSlate SignNow offers specifically for that purpose.
- Create your signature using the Sign tool, which takes mere seconds and holds the same legal validity as a conventional wet ink signature.
- Review the details and click on the Done button to save your changes.
- Choose how you would like to send your form, via email, SMS, or invite link, or download it to your computer.
Say goodbye to lost or misplaced documents, tedious form searches, or errors that necessitate reprinting new document copies. airSlate SignNow addresses all your requirements in document management in just a few clicks from a device of your choice. Adjust and eSign Form 8938 and ensure excellent communication at any stage of your form preparation process with airSlate SignNow.
BE READY TO GET MORE
Find and fill out the correct 2014 form 8938
airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| IRS 8938 2021 | 4.8 Satisfied (2378 Votes) | |
| IRS 8938 2020 | 4.8 Satisfied (1096 Votes) | |
| IRS 8938 2018 | 4.8 Satisfied (1568 Votes) | |
| IRS 8938 2017 | 4.8 Satisfied (234 Votes) | |
| IRS 8938 2016 | 4.7 Satisfied (197 Votes) | |
| IRS 8938 2015 | 4.7 Satisfied (296 Votes) | |
| IRS 8938 2014 | 4.8 Satisfied (269 Votes) | |
| IRS 8938 2013 | 4.6 Satisfied (199 Votes) | |
| IRS 8938 2012 | 4.8 Satisfied (296 Votes) | |
| IRS 8938 2011 | 4.7 Satisfied (191 Votes) |
Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Speed up your business’s document workflow by creating the professional online forms and legally-binding electronic signatures.
How to generate an eSignature for a PDF file in the online mode
Are you looking for a one-size-fits-all solution to eSign 2014 form 8938? airSlate SignNow combines ease of use, affordability and security in one online tool, all without forcing extra ddd on you. All you need is smooth internet connection and a device to work on.
Follow the step-by-step instructions below to eSign your 2014 form 8938:
- Select the document you want to sign and click Upload.
- Choose My Signature.
- Decide on what kind of eSignature to create. There are three variants; a typed, drawn or uploaded signature.
- Create your eSignature and click Ok.
- Press Done.
After that, your 2014 form 8938 is ready. All you have to do is download it or send it via email. airSlate SignNow makes eSigning easier and more convenient since it provides users with a range of additional features like Add Fields, Invite to Sign, Merge Documents, etc. And due to its multi-platform nature, airSlate SignNow can be used on any gadget, desktop computer or mobile, irrespective of the OS.
How to generate an eSignature for a PDF file in Chrome
Google Chrome’s browser has gained its worldwide popularity due to its number of useful features, extensions and integrations. For instance, browser extensions make it possible to keep all the tools you need a click away. With the collaboration between airSlate SignNow and Chrome, easily find its extension in the Web Store and use it to eSign 2014 form 8938 right in your browser.
The guidelines below will help you create an eSignature for signing 2014 form 8938 in Chrome:
- Find the extension in the Web Store and push Add.
- Log in to your registered account.
- Click on the link to the document you want to eSign and select Open in airSlate SignNow.
- Use My Signature to create a unique eSignature.
- Place it anywhere on the page and click Done.
Once you’ve finished signing your 2014 form 8938, choose what you want to do after that - download it or share the document with other people. The airSlate SignNow extension offers you a range of features (merging PDFs, including multiple signers, etc.) to guarantee a much better signing experience.
How to create an electronic signature for putting it on PDFs in Gmail
Due to the fact that many businesses have already gone paperless, the majority of are sent through email. That goes for agreements and contracts, tax forms and almost any other document that requires a signature. The question arises ‘How can I eSign the 2014 form 8938 I received right from my Gmail without any third-party platforms? ’ The answer is simple - use the airSlate SignNow Chrome extension.
Below are five simple steps to get your 2014 form 8938 eSigned without leaving your Gmail account:
- Go to the Chrome Web Store and add the airSlate SignNow extension to your browser.
- Log in to your account.
- Open the email you received with the documents that need signing.
- Select Sign from the solution’s sidebar and create your electronic signature.
- Press Done and your signature is ready. The eSigned file will be attached to the draft email generated by airSlate SignNow’s eSignature tool.
The sigNow extension was developed to help busy people like you to decrease the burden of signing forms. Start eSigning 2014 form 8938 with our tool and become one of the numerous satisfied users who’ve previously experienced the benefits of in-mail signing.
The way to make an eSignature from your smartphone
Mobile devices like smartphones and tablets are in fact a ready business alternative to desktop and laptop computers. You can take them everywhere and even use them while on the go as long as you have a stable connection to the internet. Therefore, the airSlate SignNow web application is a must-have for completing and signing 2014 form 8938 on the go. In a matter of seconds, receive an electronic document with a legally-binding eSignature.
Get 2014 form 8938 signed right from your smartphone using these six tips:
- Type signnow.com in your phone’s browser and log in to your account. If you don’t have an account yet, register.
- Search for the document you need to electronically sign on your device and upload it.
- Open the doc and select the page that needs to be signed.
- Click on My Signature.
- Create your eSignature, and apply it to the page.
- Check that everything’s fine and press Done.
The whole procedure can take a few moments. You can download the signed 2014 form 8938 to your device or share it with other parties involved with a link or by email, as a result. Due to its multi-platform nature, airSlate SignNow is compatible with any device and any OS. Choose our eSignature tool and say goodbye to the old days with affordability, security and efficiency.
The best way to create an eSignature for a PDF file on iOS devices
If you own an iOS device like an iPhone or iPad, easily create electronic signatures for signing a 2014 form 8938 in PDF format. airSlate SignNow has paid close attention to iOS users and developed an application just for them. To find it, go to the AppStore and type airSlate SignNow in the search field.
To sign a 2014 form 8938 right from your iPhone or iPad, just follow these brief guidelines:
- Install the airSlate SignNow application on your iOS device.
- Create an account using your email or sign in via Google or Facebook.
- Upload the PDF you need to eSign. Do that by pulling it from your internal storage or the cloud.
- Select the area you want to sign and click Insert Initials or Insert Signature.
- Draw your signature or initials, place it in the corresponding field and save the changes.
After it’s signed it’s up to you on how to export your 2014 form 8938: download it to your mobile device, upload it to the cloud or send it to another party via email. The airSlate SignNow application is just as productive and powerful as the online tool is. Connect to a strong web connection and start completing forms with a court-admissible electronic signature within a couple of minutes.
The way to make an eSignature for a PDF file on Android
Despite iPhones being very popular among mobile users, the market share of Android gadgets is much bigger. Therefore, airSlate SignNow offers a separate application for mobiles working on Android. Easily find the app in the Play Market and install it for eSigning your 2014 form 8938.
In order to add an electronic signature to a 2014 form 8938, follow the step-by-step instructions below:
- Log in to your airSlate SignNow account. If you haven’t made one yet, you can, through Google or Facebook.
- Add the PDF you want to work with using your camera or cloud storage by clicking on the + symbol.
- Select the area where you want to insert your eSignature and then draw it in the popup window.
- Confirm and place it by clicking on the ✓ symbol and then save the changes.
- Download the resulting document.
If you want to share the 2014 form 8938 with other parties, it is possible to send it by email. With airSlate SignNow, it is possible to eSign as many files in a day as you need at a reasonable cost. Begin automating your eSignature workflows right now.
How to generate an eSignature for a PDF file in the online mode
Are you looking for a one-size-fits-all solution to eSign 2014 form 8938? airSlate SignNow combines ease of use, affordability and security in one online tool, all without forcing extra ddd on you. All you need is smooth internet connection and a device to work on.
Follow the step-by-step instructions below to eSign your 2014 form 8938:
- Select the document you want to sign and click Upload.
- Choose My Signature.
- Decide on what kind of eSignature to create. There are three variants; a typed, drawn or uploaded signature.
- Create your eSignature and click Ok.
- Press Done.
After that, your 2014 form 8938 is ready. All you have to do is download it or send it via email. airSlate SignNow makes eSigning easier and more convenient since it provides users with a range of additional features like Add Fields, Invite to Sign, Merge Documents, etc. And due to its multi-platform nature, airSlate SignNow can be used on any gadget, desktop computer or mobile, irrespective of the OS.
A specified person that has any interest in a specified foreign financial asset during the taxable year must attach Form 8938, “Statement of Specified Foreign ...Read more
Jan 23, 2026 — Use Form 8938 to report your specified foreign financial assets if the total value of all the specified foreign financial assets in which you have an interest ...Read more
See the Form 8938 instructions for details. Change of address. If your child filed a return for a previous year and the address shown on the last return filed ...Read more
Here is a list of the most common customer questions. If you can't find an answer to your question, please don't hesitate to reach out to us.
Form 8938 is an IRS form that U.S. taxpayers must file to report specified foreign financial assets. It's essential for compliance with the Foreign Account Tax Compliance Act (FATCA), helping to avoid hefty penalties. Understanding how to properly complete Form 8938 is crucial for anyone with overseas financial interests.
Using airSlate SignNow, you can easily eSign and send Form 8938 digitally, streamlining your filing process. Our secure platform ensures your sensitive information is protected while allowing for quick collaboration with tax professionals. This simplifies your tax preparation and ensures compliance with IRS requirements.
airSlate SignNow offers a range of features to assist with managing Form 8938, including customizable templates and secure storage options. You can track the signing process in real-time and receive notifications when your form is signed. These features enhance efficiency and ensure you stay organized throughout tax season.
Absolutely! airSlate SignNow is a cost-effective solution designed to cater to businesses of all sizes, including small businesses needing to file Form 8938. Our platform simplifies document management and eSigning, making it easier for small business owners to remain compliant without the hassle.
Yes, airSlate SignNow seamlessly integrates with various software tools, enhancing your ability to manage Form 8938 efficiently. Whether you use accounting software or tax preparation tools, our integrations ensure that your workflow remains uninterrupted. This connectivity streamlines the entire process of filing your form.
The primary benefits of using airSlate SignNow for Form 8938 include ease of use, security, and cost savings. Our platform allows you to prepare, sign, and send your form without the need for physical paperwork, reducing clutter and enhancing efficiency. Additionally, our competitive pricing ensures you get the best value for your eSigning needs.
Security is a top priority at airSlate SignNow. When you use our platform to manage Form 8938, your information is encrypted and stored securely, ensuring that your sensitive financial data remains protected. We comply with industry standards to give you peace of mind when eSigning and sharing documents.
BE READY TO GET MORE
If you believe that this page should be taken down, please follow our DMCA take down process here.