DaveF1006
Expert Alumni

Retirement tax questions

It depends. Here are the instructions for filling out Form 8938. For the foreign pension, it is reported as an "other foreign asset" in Parts II and VI of Form 8938. For part 2: 

 

  • Line 10 Report the number of accounts and assets reported in all Parts VI
  • Line 11 Report the total maximum value of these accounts and assets.
  • Line 12 Indicate whether any account was opened or closed or any asset was acquired or disposed of during the tax year.

For Part V1, please go to page 14 in the instructions to refer to how to report this pension as this is very detailed.

 

@jptbt8  

 

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