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Need Help: Sent Form 3520 via USPS now I can't E-File 1040
Per guidance in a few places including this forum, I mailed my Form 3520 vis USPS, since it is required for foreign inheritance over a certain amount.
Form 3520 is not in my TurboTax file, however I do have a Form 8938, and in Part IV "Excepted Specified Financial Assets" I've entered that I've submitted one Form 3520 (This was mailed via USPS). Unfortunately TurboTax is telling me I can't E-File because I have a Form 3520!
I'm fairly sure that on Form 8938 I need to specify that a Form 3520 has been submitted.
Is this a bug? Am I doing something wrong here?
Thank you for the help
Topics:
‎June 6, 2023
6:44 PM