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    Form 8938 reporting

    If a US partnership has investments in US brokerage accounts or US mutual funds that invest in foreign stocks/investments, are the foreign stocks/investments reportable on the Form 8938?

    #2
    No

    Originally posted by Florida_EA View Post
    If a US partnership has investments in US brokerage accounts or US mutual funds that invest in foreign stocks/investments, are the foreign stocks/investments reportable on the Form 8938?
    There is a chart comparing FBAR reportable assets and 8938 reportable assets here:https://www.irs.gov/businesses/compa...r-requirements

    Under “Domestic mutual fund investing in foreign stocks and securities“, it appears there is no reporting requirement.
    Circular 230 Disclosure:

    Don't even think about using the information in this message!

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