Form 8938

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crozfader
Posts: 5
Joined: Mon Nov 29, 2010 4:38 pm
Location: CA

Form 8938

Post by crozfader »

I just want to confirm that whether or not I need to file form 8938.

If I add the max values of all my accounts it equals about $220K. On December 31st 2016, the total value of all accounts was less than $200K and I obviously never had $300K or more during the year.

My understanding is that based on that, I would not have to file form 8938, am I correct?

Thank you.
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