Hey guys
This is the first time for me to fill the tax by myself in turbo tax. I have a few questions and hope some anyone can help. I have around 200 GBP interests from Bank A with 4 accounts and 0 GBP interests with bank B and UK employer pension plan, which is operated by scottish widow. I asked the online helper, but it seems that they are not quite sure about some details.
1. In terms of income, do I need to add one 1099int myself for bank A with interests 200 GBP (no need to mention 4 accounts separatedly)? In terms of GBPUSD currency, can I use 2023 average currency to calculate it as USD? In terms of source, can I just copy and paste the web link in it?
2. In terms of income, I assume I do not need to add bank B because no income?
3. In terms of foreign asset, it asks me to fill in amount attributable to foreign financial account. I assume I fill in 200 GBP again here? (so in total fill in it twice). They asked me where reported and give me one example Schedule B, Line 1. should I fill in shcedule b, line 1 in the schedule and line? I filled in 1099 int in Q1, but I do not know line it is. So, I do feel confuse for it. I attached the pic here. Please let me know whether they are correct
4. In temrs of UK bank address, can I fill in the opening branch address or need headquarter?
5. If the spouse doesnt have SSN, do I have to send the pension by mail and e-file solution?
Sorry for lots of technical questions
J
