8854 - balance sheet section

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underwhelmed
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Joined: Fri Nov 16, 2012 3:36 pm

8854 - balance sheet section

Post by underwhelmed »

Does anyone know if 401k accounts and IRAs are considered trusts for the purpose of asset classification in the balance sheet (Part V) section of Form 8854?
That is, should the underlying assets of the 401k accounts and IRAs be listed in line 2 (marketable stock and securities) or line 9 (assets held by trusts)?

Thanks.
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