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Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938

Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938. Part V or Part VI?

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1 Best answer

Accepted Solutions
SusanY1
Expert Alumni

Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938

The mutual fund and the Provident Fund go in part V.  

Keep in mind that these assets may also require completion of Form 8621, which is not included in TurboTax.  

 

[EDITED 04/11/2024 5:45PM PDT]

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3 Replies
SusanY1
Expert Alumni

Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938

The mutual fund and the Provident Fund go in part V.  

Keep in mind that these assets may also require completion of Form 8621, which is not included in TurboTax.  

 

[EDITED 04/11/2024 5:45PM PDT]

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

Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938

Thank you for responding. Do they have to be reported even if the total value for both of them combined is less than $25k? I was reading 8621 exceptions and looks like I do not need to report them.

SusanY1
Expert Alumni

Where to report Foreign Mutual Fund and Public Provident Fund (PPF) on form 8938

You are correct, you would be the below the filing threshold. 

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
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