Search found 3 matches

by fbarhelp
Thu Mar 21, 2019 10:59 pm
Forum: Canada / United States Tax & Accounting
Topic: Filing form 8938
Replies: 0
Views: 5525

Filing form 8938

Hi, I have a few questions for filing form 8938. I moved to the US last year. Before that, I held ETFs in a non-registered brokerage account and in a TFSA. Before I left Canada, I sold everything. As such, I held both ETFs and cash in this account - ETFs before I entered the US, and cash afterwards....
by fbarhelp
Sun Mar 17, 2019 11:26 pm
Forum: Canada / United States Tax & Accounting
Topic: FBAR Filing
Replies: 1
Views: 1178

Re: FBAR Filing

I also had life insurance with an "investment" portion that I closed in 2018. Do I need to report this?
by fbarhelp
Sun Mar 17, 2019 11:18 pm
Forum: Canada / United States Tax & Accounting
Topic: FBAR Filing
Replies: 1
Views: 1178

FBAR Filing

Hi everyone, I moved to the US last year and the total value of my accounts was > 10k. I have a few questions: - Do I need to report accounts that I closed before moving to the US? If so, I have no info on these accounts anymore (e.g. account number). What should I do? - For each account, I report t...