Ex-US investments and FBAR/8938

Toby_Lee · ‎February 25, 2023

If I have invested in ex-US ETFs such as VXUS, in a U.S. brokerage account, do I need to report this on FBAR or 8938, or is it considered a U.S. account only?

RalphH1 · ‎February 27, 2023

Foreign stock (in its assorted guises) which you own through an account at a U.S. brokerage (which of course already provides the info to the IRS) is not reportable for either FBAR or 8938 purposes. This is discussed in our Community here, and by the IRS here.

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View solution in original post

RalphH1 · ‎February 27, 2023

Foreign stock (in its assorted guises) which you own through an account at a U.S. brokerage (which of course already provides the info to the IRS) is not reportable for either FBAR or 8938 purposes. This is discussed in our Community here, and by the IRS here.

Thanks @Toby_Lee!

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

Toby_Lee · ‎February 27, 2023

Thanks!

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Ex-US investments and FBAR/8938