US Remittance Tax Reporting Checklist: FBAR, FATCA & Gift Tax

This is informational, not legal or tax advice

Who this checklist applies to

1. Check your FBAR obligation (FinCEN Form 114)

$10,000 — FBAR threshold — aggregate foreign account balance

2. Check your FATCA obligation (Form 8938)

FBAR vs. Form 8938 at a glance

FeatureFBAR (FinCEN 114)FATCA (Form 8938)
Filed withFinCEN (separate portal)IRS (attached to Form 1040)
Threshold (single)$10,000 aggregate, any day$50,000 year-end / $75,000 any day
Threshold (joint)$10,000 aggregate, any day$100,000 year-end / $150,000 any day
Due dateApril 15 (auto-ext. Oct 15)Same as Form 1040 (incl. extensions)
CoversBank and financial accountsBroader 'specified foreign financial assets'
Penalty (non-willful)Up to $10,000/yearUp to $10,000 (+ $10,000/30 days after notice)
Penalty (willful)Greater of $100K or 50% of balanceUp to $50,000

3. Check for gift tax reporting (Form 709)

$19,000 — 2025 annual gift tax exclusion per recipient

4. Check Form 3520 for large foreign gifts received

5. Report crypto remittances as capital gains (Schedule D / Form 8949)

Crypto-to-crypto swaps are also taxable events

6. Check for state-level obligations

Quick checklist: which forms apply to you?

SituationForm RequiredFiling Deadline
Foreign account(s) exceeded $10K any dayFBAR (FinCEN 114)Oct 15 (auto-ext.)
Foreign assets exceeded $50K/$100K thresholdForm 8938 (FATCA)With Form 1040
Sent >$19K to one person in a yearForm 709 (Gift Tax Return)April 15 (ext. to Oct 15)
Received >$100K from foreign personForm 3520With Form 1040
Sold or swapped crypto before sendingForm 8949 + Schedule DWith Form 1040
Earned interest on foreign accountSchedule B (Part III)With Form 1040

How remittance method affects your tax exposure

5%/month — Penalty for failing to file Form 3520

Record-keeping best practices for remittance senders

Compare remittance costs across all corridors

Related resources

Frequently asked questions

Do I owe US tax on money I send to family abroad?

No. Remittances are treated as gifts, not income, and the recipient abroad owes no US tax. As the sender, you do not owe gift tax unless you send more than $19,000 (2025) to a single person in a year—and even then, gift tax is typically not owed until you exhaust your lifetime exemption ($13.99 million in 2025). However, you may be required to file Form 709 to report the gift.

Does my foreign bank account trigger FBAR even if it belongs to a relative?

If you have signature authority over the account—meaning you can direct withdrawals or transfers even if you are not the legal owner—it must be included in your FBAR calculation. Simply being listed as a backup contact does not create an obligation, but joint ownership or power of attorney over a foreign account generally does.

Is using USDC to send remittances a taxable event?

Buying USDC with US dollars is not a taxable event because USDC is pegged 1:1 to USD and there is no gain or loss. Sending USDC on Stellar or another network is also not taxable—it is a transfer, not a sale. The taxable event occurs only if you acquire USDC by selling an appreciated crypto asset (like Bitcoin). If you fund remittances by buying USDC directly with dollars, your crypto tax exposure is essentially zero.

What is the difference between FBAR and Form 8938?

Both report foreign financial assets, but they are filed with different agencies (FBAR with FinCEN, Form 8938 with the IRS), have different thresholds, and cover slightly different asset types. Form 8938 covers a broader category of 'specified foreign financial assets' including foreign stocks and securities held outside a foreign financial institution. Many people who must file FBAR also file Form 8938, but the thresholds are different so it is possible to have one obligation without the other.

My parents abroad send me money regularly. Do I need to report it?

If you receive more than $100,000 in aggregate from foreign individuals during a tax year, you must file Form 3520. No tax is due on the receipt of a foreign gift itself, but the form is mandatory and penalties for non-filing are steep (5% per month, up to 25% of the gift amount). Amounts under $100,000 from foreign persons do not require Form 3520.

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