turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

mjc122693
New Member

Do I need to file Form 8938 (understanding thresholds) if I lived and worked in the U.S. for 5 months in a tax year and then moved abroad?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
DaveF1006
Expert Alumni

Do I need to file Form 8938 (understanding thresholds) if I lived and worked in the U.S. for 5 months in a tax year and then moved abroad?

It depends.  You must file if you are a US citizen or if you were considered a Resident Alien in 2023. Being considered a resident alien is determined by a multitude of factors such as;

 

  • Residency Dates prior to 2023
  • If you were here on a student visa and if you were exempted or not.

If you only arrived in the US in 2023 and stayed five months, you do not have a 8938 filing requirement.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
mjc122693
New Member

Do I need to file Form 8938 (understanding thresholds) if I lived and worked in the U.S. for 5 months in a tax year and then moved abroad?

Thanks!

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies