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james · 19 May 2017 14:15

This should be of use @Stephen74

How to declare foreign bank accounts & investments Tax & Social charges

[image] For anything not considered an ‘assurance vie’ policy (which means the majority of overseas investments and bank accounts), you should ‘tick’ section 8UU on your main tax return (Form 2042). You must put an ‘x’ in this box. Give details of each account or investment on form 3916. You should complete one for each account. If there are several accounts (and you are doing a ‘paper’ return), it is probably going to be easier for you to list these on a separate piece of paper. The first section asks for the surname, first name, place of birth and address of the people making the tax declaration. There isn’t much room! It also mentions ‘Qualité’ which I advise people to answer as ‘Déclarant’. You should then complete section 2.1 (surname, first name, address, etc of the account holder(s)). Section 4 asks for the account details as follows: INTITULE DU COMPTE (Name(s) of account holder(s)) DESIGNATION DE L’ETABLISSEMENT (Name of bank / investment company, etc) ADRE…