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posted Mar 2, 2024 2:04:52 PM

Schedule D and form 8938

I already filed 2023 FBAR for my foreign saving and securities account. When I filed my tax return online, I realized I had $2800 gain in my foreign securities account in 2023, I think I also need to report it on schedule D although I did not have 1099B. However, I still need to report as a bulk sales for those gains to determine whether the stock sales are short term or long term. I also checked yes on FATCA filing requirement because I believe I need to report the gain on FORM 8938 as well. My question here is can I just put all $2800 gain to short term to be secured because I can't check back the details on my foreign account and short term gain usually with higher tax. Since I only have some interest income and dividend income to report and I don't have income in US, my tax is 0 anyways as my AGI do not exceed the standard deduction limit. Please advise, thank you so much.

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1 Replies
Expert Alumni
Mar 7, 2024 2:37:52 PM

It depends. I think you are saying is that you do not have the details to report this in the investment section of your return thus you are asking if you can declare this as ordinary income. If this is the question you are asking, then yes, there is a way to report this as ordinary income. Here is the best way to report.

 

  1. Select Wages and income>other income
  2. Miscellaneous Income, 1099-A, 1099>start
  3. Scroll to the bottom of the page to Other Reportable Income
  4. Other taxable income, answer yes
  5. Then give a brief description of the income and the amount listed.  for the description, you may say short-term capital gains not reported on a 1099B.