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I have a mutual fund I opened in the U.S. but I have a security in HARTFORD SCHRODERS INTL STOCK I. I am getting this question:
"At any time during 2022, did you have an interest in (or a signature or other authority over) a financial account in a foreign country, such as a bank account, securities account, or other financial account?"
After going to the IRS website, I am seeing that I am not required to report financial accounts if it is
Would the answer to this question be no? I am not sure exactly how this works and since it is a security in my mutual fund I own. Technically when I log into my mutual fund, under positions Hartford is listed as a mutual fund.
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@Sorakairi89 The answer is NO. Your investment is in a US institution who reports within the US.
Hi thank you for your quick response. So the answer is still no even if I sign into my MUTUAL FUND and when I go to positions, I even have to click MUTUAL FUNDS to see Hartford listed in it? I added a pic for reference.
"At any time during 2022, did you have an interest in (or a signature or other authority over) a financial account in a foreign country, such as a bank account, " - this is self-explanatory. did you have a bank account in a foreign country upon which you could draw funds or were an authorized signer on a bank account of a foreign based business
account, securities account, or other financial account - this would require you to have a securities or other account in a foreign country. for example, you have securities that are held by a firm located in China.
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