Form 8938: Enter financial institution information

Use this Organizer to enter information regarding the taxpayer's foreign bank accounts and foreign financial assets for generating IRS Form 8938: Statement of Specified Foreign Financial Assets.
Enter each bank account/asset on a separate form.
  1. In
    Organizer
    , select
    Foreign Information
    Foreign Financial Assets
    Name of Financial Institution
    Account Information
    .
  2. Select the option to suppress the account from flowing to Form 8938.
  3. Select the option to enable the account to transfer to Form 8938, Part VI instead of Part V.
  4. Enter the U.S. state and the country code.
  5. Indicate if the address is in the U.S. for e-file purposes.

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