Where Mutual Fund investment should be reported on Form 8938? Part V or Part VI

[CarolC · Accepted solution]

Use Part V of Form 8938 to report your Mutual Fund as mutual funds are generally held by a custodian.  Use Part VI to enter assets other than foreign deposit and custodial accounts.

See the TurboTax FAQ below for steps on entering Form 8938, Statement of Specified Foreign Financial Assets.  Click "See entire answer" for the full page view.

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