Bank Statement Converter for Form 8938

Form 8938 under FATCA requires reporting specified foreign financial assets above certain thresholds, which means documenting account values at year-end and the maximum during the year. Convert your PDF foreign bank statements to Excel so you can calculate both figures accurately and provide your tax preparer with the documentation Form 8938 requires.

Key Benefits

• Document year-end and maximum account values
• Organize foreign financial assets for the filing
• Support the reporting thresholds Form 8938 requires
• Export Excel for your tax preparer
• Free, no account required — your data stays private

How It Works

1. Step 1: Download statements covering the full tax year
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Calculate year-end and maximum balances

Frequently Asked Questions

How is Form 8938 different from FBAR?

Form 8938 is filed with your tax return under FATCA and has different thresholds and asset categories than the FBAR, though many filers must complete both.

Do I need both year-end and maximum balance figures?

Yes. Form 8938 generally asks for the maximum value during the year, similar to FBAR, so a full year of converted statements covers both calculations.

Convert a Statement Free