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Travis Texas Form Instructions 8938: What You Should Know

If you're currently filing a Form 8938 for a retirement payment (or you are preparing a Form 8938 to report such), get the following help. Tax Bulletin: Financial Tax Planning for IDB Group Retirees The following guidance helps you figure out the appropriate Form8938 filing method when you are a participating retirement savings plan participant (PR SPP). For information on your options to complete Form 8938 when you are a participating retirement savings plan participant, read and understand the following two articles: Other Information on Form 8938 Information about Form 8938, Statement of Specified Foreign Financial Assets, includes recent updates, recent IRS notices and instructions on how to file. For other tax-related information about Texas, see the following items: Filing Tips To ensure filing is quick and easy, have all necessary documentation ready when filing Form 8938. Prepare tax documents and schedules properly to prevent a problem later. Be sure to include the documents you need with your Form 8938 or when you sign your statement as an IDB account beneficiary. To speed things up, write everything on the form, including instructions on how to file a Statement of Specified Foreign Financial Assets (Form 8938), on a piece of paper.  For instructions on how to pay tax on specified foreign financial assets, see Publication 517, Payment of Tax on Specified Foreign Financial Assets. If there are no special circumstances, and you sign your statement on paper, be sure to use the correct address and fax number at the top of the form. If you send paperwork using a fax machine, it's very important to ensure the fax machine's settings are set, so the fax can be received by tax preparation software the same day it arrives. Your financial and legal advisors will provide you with copies of IRS Form 8938 (or any of the similar forms) that you will need to complete and file after you sign the statement, and with instructions for filing your return. You are responsible for filing or paying all tax on your specified foreign financial assets. You must follow the instructions on Form 8938 and keep the original and two copies for your records. How to Complete Tax Records On Line 31 of Form 8938 (or any similar form), under the “Schedule,” complete or identify a form you need to use.

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