Check FBAR and FATCA obligations
check_fbar_fatcaUse this when a user has foreign bank accounts, assets, or unfiled foreign-account reports and needs to know their US reporting obligations (FBAR / FinCEN 114 and Form 8938 / FATCA), thresholds, penalty exposure, and catch-up options.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lives_abroad | Yes | True if your tax home is outside the United States (higher Form 8938 thresholds apply). | |
| account_count | No | Number of foreign accounts, if known. | |
| filing_status | Yes | Your US tax filing status. | |
| unfiled_years | No | How many past years of FBARs you have NOT filed but should have. 0 or omitted if current. | |
| max_aggregate_foreign_balance_usd | Yes | The highest combined value of ALL your foreign financial accounts at any point during the year, in USD. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| relay | Yes | Instruction to the calling assistant: relay figures and dates verbatim (identical on every response). | |
| next_step | Yes | A single review link appropriate to this server surface. | |
| disclaimer | Yes | General-information disclaimer (identical on every response). | |
| source_url | Yes | The arcandledger.com page that backs this answer. | |
| server_version | No | Server release that produced this response (matches GET /version). |