AmyC
Expert Alumni

Retirement tax questions

The IRS issued a proclamation last year that you should not file an amended return unless you have a change in tax liability. This leads me to believe that you should not amend your tax returns. You should include the 8938 moving forward, if required.

Here is a comparison of the FATCA (Form 8938) and FBAR requirements. The FBAR is not part of the tax return. It is filed separately. File FBAR through the Financial Crimes Enforcement Network.

@abeatty44 

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