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Author: tangofan Three stars, 500 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 118626  
Subject: Forgot account on Form 8938 for 2011 tax return Date: 2/26/2013 12:38 AM
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Hello,

I have just noticed that an account for a stock purchase plan through my employer is actually a foreign account that needs to be reported on Form 8938 (and also on treasury department form TD F 90-22.1). I filed both forms for my 2011 personal income tax return, but did not list that account on either form. Of course I declared the income from that account.

- So I am assuming that I need to file an amended return for 2011, correct?

- If so, is it correct that I also need to send in Form 1040X (even though there is no change in tax liability) in addition to Form 8938?

- Do I also need to send in a new form TD F 90-22.1 or will it be sufficient to add that account to my form for the 2012 return?

Thank you in advance for any help on the matter,
Bernhard
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