Federal U.S. Shareholder's Aggregate Foreign Cash Position

U.S. Shareholder's Aggregate Foreign Cash Position
Schedule D (Form 965) (January 2019)SCHEDULE D
(Form 965)

U.S. Shareholder’s Aggregate Foreign Cash Position

(January 2019)
Department of the Treasury
Internal Revenue Service

OMB No. 1545-0123

Attach to Form 965.
Go to www.irs.gov/Form965 for instructions and the latest information.
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Identifying number

Name of person filing this return

Enter amounts in U.S. Dollars.
Name of
Specified Foreign Corporation

(b)
(a)
Cash Position at Close
EIN or Reference ID of the Last Taxable Year
Number of the
Prior to the Year
Foreign Corporation Referenced in Column (d)
(enter
amount from
(see instructions)
Schedule E, column (b)(3))

(c)
Pro Rata Share
of Column (b)

(d)
Cash Position at Close
of the Last Taxable Year
That Ends Before
November 2, 2017
(enter amount from
Schedule E, column (c)(3))

(e)
Pro Rata Share
of Column (d)

(f)
Cash Position at Close
of the Last Taxable Year
Beginning Before
January 1, 2018
(enter amount from
Schedule E, column (d)(3))

(g)
Pro Rata Share
of Column (f)

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16 Total (lines 1–15) .
Add schedules as needed.

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For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 71325G

Schedule D (Form 965) (1-2019)

Page 2

Schedule D (Form 965) (1-2019)

17 Enter the total of column (g)

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18 Combine totals of columns (c) and (e) and divide by two .

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19

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19 Aggregate Foreign Cash Position. Enter the larger of the amount on line 17 or the amount on line 18
20 Aggregate Foreign Cash Position Taken Into Account on the 2017 Tax Return .

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21 Aggregate Foreign Cash Position Taken Into Account on the 2018 Tax Return .

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Schedule D (Form 965) (1-2019)

Extracted from PDF file 2023-federal-965-schedule-d.pdf, last modified December 2018

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More about the Federal 965 (Schedule D) Individual Income Tax Tax Credit TY 2023

This form is a schedule D for U.S. Shareholders.

We last updated the U.S. Shareholder's Aggregate Foreign Cash Position in February 2024, so this is the latest version of 965 (Schedule D), fully updated for tax year 2023. You can download or print current or past-year PDFs of 965 (Schedule D) directly from TaxFormFinder. You can print other Federal tax forms here.

Related Federal Individual Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal 965 (Schedule D).

Form Code	Form Name
965 (Schedule C)	U.S. Shareholder's Aggregate Foreign Earnings and Profits Deficit (E&P) Tax Credit
965 (Schedule G)	Foreign Taxes Deemed Paid by Domestic Corporation for tax years of foreign corporations whose last taxable year, beginning before January 1, 2018, end
965 (Schedule E)	U.S. Shareholder's Aggregate Foreign Cash Position - Detail Tax Credit
965 (Schedule A)	U.S. Shareholder's Section 965(a) Inclusion Amount Tax Credit
Form 965 (Schedule H)	Amount Reported on Forms 1116 and 1118 and Disallowed Foreign Taxes
965 (Schedule B)	Deferred Foreign Income Corporation’s Earnings and Profits (E&P)
965 (Schedule F)	Foreign Taxes Deemed Paid by Domestic Corporation for tax years of foreign corporations whose last taxable year, beginning before January 1, 2018, end

Download all tax forms View all 775 Federal Income Tax Forms

Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal 965 (Schedule D) from the Internal Revenue Service in February 2024.

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965 (Schedule D) is a Federal Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Federal 965 (Schedule D)

We have a total of six past-year versions of 965 (Schedule D) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 965 (Schedule D)