Find out your FBAR or FATCA filing obligation

Find out if you are required to report your offshore assets to the IRS.

This free tool helps you stay in compliance with IRS rules. It calculates the likelihood that you have an FBAR and/or FATCA Form 8938 filing obligation. The more information you can provide, the more accurately the tool can determine if you need to file.

NOTE: The recommendations provided by this tool do not constitute legal advice, accounting advice, or professional advice of any kind. Your results should not be used as a final determination of whether you have a filing obligation.

What tax year are you interested in finding out your obligation for?

Did you have financial interest in or signatory authority over any foreign financial account or asset during the 2022 U.S. tax year?

Yes

Please enter your email address:

Please provide a valid email address.

IMPORTANT: You will receive a follow-up email that explains whether or not you are likely to have an FBAR and/or FATCA reporting obligation based on the information provided. You will also receive the contact information of a tax attorney proficient in IRS foreign asset reporting, should you desire to schedule a free consultation.

Are you completing these questions as an individual, or on behalf of a business entity?

Individual

Business

Please choose an option.

Did you check the box on Schedule B of any year's tax return indicating that you had ownership of a foreign financial account or asset?

Yes

Which option listed below best describes your residency status for the 2022 U.S. tax year?

U.S. citizen

U.S. permanent resident (green card) holder

Nonresident alien who is a bonafide resident of American Samoa or Puerto Rico

None of the above

Please choose an option.

Please fill out the section below for all of your foreign accounts and assets:

Please make a selection.

Are you the (a) owner of record or (b) holder of legal title?

Owner of record

Holder of legal title

Are you under audit on this account/asset?

Yes

Did you inherit this account/asset?

Yes

What was the value of this account/asset on December 31, 2022?

Please enter a number value.

Please make a selection.

What was the maximum value of this account/asset in the 2022 U.S. tax year?

Please enter a number value.

Please make a selection.

The FBAR Tool

Find out if you are required to report your offshore assets to the IRS.

Please fill out the section below for all of your foreign accounts and assets:

Thank you.