Generate Form 8938 with Form 1040NR
Follow these steps if Form 8938 isn’t generating for a client who's a non-resident alien and qualifies as a specified individual.
note
A non-resident alien is a specified individual if they're a bona fide resident of American Samoa or Puerto Rico and meet the reporting threshold described in the Form 8938 instructions.
- In the 1040 screen, verify thatASorPRappear in theBona fide resident of US possessionfield in the Taxpayer and Spouse Information sections.
- In the 8938 screen of the Foreign Bank & Asset folder, enterXin theTaxpayer lives abroad, but meets the reporting thresholdfield.
- Complete any necessary fields on the 8938, 8938-2, andFrgnAcctscreens.
