LexisNexis® Legal Newsroom
Form 8938 and Others - Headaches for Fund Investors

I was reading [TaxAnalysts®] TNT today and... a comment by Jane A. Bruno about Form 8938, the FBAR and the recently enacted reporting obligations... reminded me that it is tax season and that many fund investors will be filing their individual tax returns soon... [I]n the last few years it seems...

Form 8938 and Others - Headaches for Fund Investors

I was reading [TaxAnalysts®] TNT today and... a comment by Jane A. Bruno about Form 8938, the FBAR and the recently enacted reporting obligations... reminded me that it is tax season and that many fund investors will be filing their individual tax returns soon... [I]n the last few years it seems...

FinCen Finalizes the Proposed FBAR Regs

So the 31 CFR §103.24 FBAR regulations became final on February 24,2011. The regulations are effective as of March 28, 2011. I personally had a modicum of hope that the final version would exempt interest in private equity, venture capital and hedge funds as reportable accounts, but that did not...