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If I have foreign investments through Edward Jones, do I answer yes to owning or controlling a foreign bank account or financial asset in 2017?

 
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LinaJ2018
Intuit Alumni

If I have foreign investments through Edward Jones, do I answer yes to owning or controlling a foreign bank account or financial asset in 2017?

Yes, you would say YES to that question and follow prompts to answer related questions.  The software will determine if you are required to file a Form 8938 Statement of Specified Foreign Financial Assets  or a FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)

 

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LinaJ2018
Intuit Alumni

If I have foreign investments through Edward Jones, do I answer yes to owning or controlling a foreign bank account or financial asset in 2017?

Yes, you would say YES to that question and follow prompts to answer related questions.  The software will determine if you are required to file a Form 8938 Statement of Specified Foreign Financial Assets  or a FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)

 

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