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Level 2
posted Feb 6, 2025 4:05:25 AM

How do I get the Schedule B, Part III box for "do you have foreign accounts?" to check NO!

Part III 7a is checked "yes" and I can't figure out how to get Turbo Tax to check it "No". I'd like to manually change the form, or understand the prompts in the automated process to make the change.

0 2 1316
1 Best answer
Expert Alumni
Feb 6, 2025 9:26:06 AM

There are two ways to do this. Use the first method first and if that doesn't work, perform the second method.

 

To remove this from your return:

 

  1. Open or continue your return in TurboTax.
  2. In the Search box (upper right hand side) type schedule b foreign accounts and trusts.
  3. Click the Jump to link in the search results.
  4. Answer None of the above to Tell Us About Any Foreign Bank Accounts.
  5. Click Continue.
  6. Answer None of the above to Tell Us About Any Foreign Trusts.
  7. Click Continue.
  8. Answer No, I don’t have foreign financial assets to Foreign Financial Assets.
  9. Click Continue

If this doesn't remove the entry, try this:

 

In Turbo Tax Online:

 

  • Tax tools
  • Tools
  • Delete a Form
  • Look for Form 8938 and delete it and all of the worksheets associated with it

In Turbo Tax Software

 

  • Go to the forms mode in your program
  • Look for form 8938 and all worksheets associated with.  
  • Delete the form and the worksheets

 

 


 

2 Replies
Expert Alumni
Feb 6, 2025 9:26:06 AM

There are two ways to do this. Use the first method first and if that doesn't work, perform the second method.

 

To remove this from your return:

 

  1. Open or continue your return in TurboTax.
  2. In the Search box (upper right hand side) type schedule b foreign accounts and trusts.
  3. Click the Jump to link in the search results.
  4. Answer None of the above to Tell Us About Any Foreign Bank Accounts.
  5. Click Continue.
  6. Answer None of the above to Tell Us About Any Foreign Trusts.
  7. Click Continue.
  8. Answer No, I don’t have foreign financial assets to Foreign Financial Assets.
  9. Click Continue

If this doesn't remove the entry, try this:

 

In Turbo Tax Online:

 

  • Tax tools
  • Tools
  • Delete a Form
  • Look for Form 8938 and delete it and all of the worksheets associated with it

In Turbo Tax Software

 

  • Go to the forms mode in your program
  • Look for form 8938 and all worksheets associated with.  
  • Delete the form and the worksheets

 

 


 

Level 2
Feb 9, 2025 7:18:59 AM

Thank you! The first option solved the issue.