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Level 1
posted Feb 9, 2022 7:59:00 AM

FBAR query dual status alien

Hi,

 

Arrived in the US on green card in mid December 2021 so will file as dual status alien.

 

I will be nonresident alien up to mid December, then resident alien mid December onwards.

 

I will file an FBAR but had two questions:

 

1 - to determine the maximum of financial accounts, do I calculate that over the whole of 2021 or just the period I am resident alien?

 

2 - do I need to declare accounts that were closed before I became resident alien?

 

All help appreciated.

0 1 1202
1 Best answer
Expert Alumni
Feb 9, 2022 9:49:47 AM

A FBAR is for the full calendar year.

 

Therefore even if you are a resident alien for only part of the year, your FBAR must cover the full calendar year.

 

So to determine whether the total balance of your foreign accounts exceeds $10,000, you should consider the full year and also count the accounts closed during the year.

1 Replies
Expert Alumni
Feb 9, 2022 9:49:47 AM

A FBAR is for the full calendar year.

 

Therefore even if you are a resident alien for only part of the year, your FBAR must cover the full calendar year.

 

So to determine whether the total balance of your foreign accounts exceeds $10,000, you should consider the full year and also count the accounts closed during the year.