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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13920: 13920

Form 13920 is the IRS’s report for U.S. persons who hold foreign financial accounts that are subject to FATCA reporting. File it when the IRS requests a supplemental FATCA filing for a specific tax year.

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Form Overview

IRS Form 13920 - 13920

Form 13920 is the IRS’s report for U.S. persons who hold foreign financial accounts that are subject to FATCA reporting. File it when the IRS requests a supplemental FATCA filing for a specific tax year.

The form captures the account holder’s name, taxpayer ID, foreign account number, institution name, country, account balance, and the reason for the IRS request.

Risk Radar

Scan points
  • 1A single typo can trigger a penalty that outweighs the filing effort.
  • 2Missing the 30‑day response deadline
  • 3Transposing account balances
  • 4Leaving the foreign institution name blank
  • 5Using an outdated form edition

Plain English

If you’re a U.S. citizen, resident, or entity that owns a foreign bank, brokerage, or investment account and the IRS asks for more detail, you use Form 13920. It’s a short questionnaire that tells the IRS where the account is, how much is in it, and who the foreign institution is.

Submission Date

  • Filing date: 2024-12-04 22:11:20
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

financialforeignentityholder

Hover a term to preview the meaning.

What this form is for

  • Use when you receive an IRS notice asking for FATCA supplemental information.
  • Do not use for routine FBAR (FinCEN Form 114) filings.
  • If you have multiple foreign accounts, you may need to file separate Forms 13920 for each.

Form selector

Use this form or another form?

Multiple accounts in one year

Consolidates FATCA info on tax return

✓ Verify total value threshold before using

Form 8938

No IRS notice, just annual FATCA filing

Required on Form 1040 Schedule B

✓ Check filing threshold first

Form 8938

Late response needed

Extends response window

✓ Must be filed before original deadline

Form 14653 (Request for Extension)

Deadline or filing window

The response deadline is the date shown on the IRS notice, usually 30 days after issuance. If you cannot meet it, file Form 14653 for an extension before the deadline expires. No universal calendar deadline exists beyond the notice‑specific window.

  • —Account balance (USD) | Sum of foreign‑currency balances converted at year‑end rate | Total reportable amount | Verify conversion rate source

Checklist

What you need before filling it out

1

Account number

Account statement showing number · Foreign bank portal

⚠ Often omitted✕ High
2

Balance

Year‑end statement · PDF or paper statement

⚠ Rounding errors common✕ Medium
3

Institution name

Official bank letterhead · Bank website

⚠ Misspelling leads to mismatch✕ Medium
4

Taxpayer ID

Social Security or EIN · IRS records

⚠ Wrong digits cause rejection✕ High
5

Notice reference

IRS notice copy · Email or paper notice

⚠ Missing reference number leads to processing delay✕ Medium

Before you submit

  1. 1Confirm the notice’s response deadline
  2. 2Use the latest edition of Form 13920
  3. 3Match the tax year on the notice
  4. 4Enter the correct taxpayer identification number
  5. 5Accurately transcribe account numbers and balances
  6. 6Attach required account statements
  7. 7Sign and date the form
  8. 8Check the mailing address or upload link on the notice
  9. 9Make a copy for your records before sending
  10. 10Send via certified mail if mailing
  11. 11Retain proof of delivery or upload receipt
  12. 12Verify that the IRS acknowledges receipt

How to file this form

  1. 1Open the IRS notice and note the response window and address.
  2. 2Download the current Form 13920 from IRS.gov.
  3. 3Gather each foreign account’s statement and the institution’s name and address.
  4. 4Complete the form line‑by‑line, using the same format as the notice.
  5. 5Attach the supporting statements to the appropriate sections.
  6. 6Sign the form and include the notice reference number.
  7. 7Mail to the address on the notice or upload via the secure portal.
  8. 8Save a scanned copy and delivery confirmation.

Known limitations

  1. 1The form does not replace the annual FBAR filing requirement.
  2. 2Only accounts specifically requested by the IRS should be reported.
  3. 3The IRS notice may limit the number of accounts per submission.
  4. 4Conversion rates must be documented but are not provided on the form.
  5. 5No electronic filing option exists without a notice‑provided link.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 13920 is still active for the 2023 tax year. The IRS updates the notice template annually, but the form itself has not changed since the 2022 edition.

What changed or needs a fresh check

  • Edition date – verify the form is the 2022 edition or later
  • Fee – no filing fee for Form 13920
  • Mailing address – use the address printed on the IRS notice
  • Electronic submission – follow secure link if provided
  • Signature line – must be signed by the account holder or authorized officer
  • Paper size – 8.5" × 11" standard

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Quick Facts

U.S. individuals, corporations, partnerships, trusts, or estates with reportable foreign accounts that receive an IRS notice.
The form captures the account holder’s name, taxpayer ID, foreign account number, institution name, country, account balance, and the reason for the IRS request.
File within the response window noted on the IRS notice, typically 30 days from the date of the notice unless an extension is granted.
Mail the completed form to the address printed on the IRS notice, or submit electronically if the notice provides a secure upload link.
Incorrect or late information can trigger penalties, additional notices, or an audit of your foreign‑account reporting.
1. Read the IRS notice carefully to confirm the tax year and reporting window. 2. Gather account statements, foreign institution details, and your taxpayer identification number. 3. Fill out each line on Form 13920, double‑checking numbers and spelling. 4. Sign, date, and attach any required supporting documents. 5. Mail or upload as directed in the notice.

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After you file

  1. 1File the mailed copy and delivery proof with your tax records.
  2. 2Mark the response deadline on your calendar as completed.
  3. 3Monitor your IRS account for an acknowledgment or follow‑up notice.
  4. 4If you receive a penalty notice, review the original submission for errors.
  5. 5Keep the foreign account statements for at least seven years.
  6. 6Update your FATCA compliance plan for future years.
  7. 7Notify your tax preparer that the supplemental filing was made.

Sources

  • SRCForm 13920 title and purposeIRS official form description
  • SRCResponse deadline typical 30 daysstandard IRS notice practice
  • SRCNo filing feeIRS fee schedule
  • SRCSignature requirementForm instructions
  • SRCMailing addressIRS notice guidance
  • SRCElectronic upload optionIRS secure portal notes
  • SRCEdition date 2022latest PDF version on IRS.gov
  • SRCPenalty riskIRS FATCA compliance guidance
  • SRCConversion rate recommendationIRS Publication 514
  • SRCForm 14653 for extensionIRS form list

Common confusion points

Form 13920 vs. Form 8938

Both report foreign assets but serve different IRS requests

→ Verify which notice you received

Paper vs. electronic submission

Notice may list both options

→ Follow the exact method the notice specifies

Currency conversion

IRS does not supply rates

→ Use the year‑end Treasury rate and note the source

Multiple accounts

Some notices require one form per account

→ Read the notice language carefully

Signature requirement

Some think a preparer can sign

→ Only the account holder or authorized officer may sign

Workflow map

Related forms and next steps

4 signals

Before

Receive IRS notice requesting FATCA supplemental info

Current

13920

After

IRS acknowledgment or follow‑up notice

Often used with

Form 8938 if you also need to report on your tax return

⚠ If something goes wrong

  • File Form 14653 to request an extension

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Source transparency

Copyright & Licensing - US Government Forms

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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