Bank Account (cash deposit)

Report a bank account and income produced by the bank account in Schedule A.

Bank Account: An Example

For You, Your Spouse, and Your Dependent Children

Schedule A

Aggregate all of the bank accounts at a single financial institution that belong to you, your spouse, or your dependent children. Report the bank accounts if the total value of the accounts was more than $5,000 at the end of the reporting period, or if the accounts produced more than $200 in total income during the reporting period.

Block A: Provide the name of the financial institution and write “cash account” or “cash accounts.” You need to write “cash account” on the line entry to indicate that you have a bank account with the financial institution rather than stock in the financial institution. Do not provide bank account numbers because your report will be available to the public.

Block B: Report the value of the account(s) by marking the appropriate column.

Block C: Report the total amount of income that was produced during the reporting period by marking the appropriate “Amount” column. If the amount of income is more than $200, you also need to report the type of income by marking the applicable “Type” column. For bank accounts, the type of income usually is “interest.”

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This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.