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After you file
I just figured out that this was a user input error, not a TT problem. When I scanned in my 1099-DIV from Vanguard, TT incorrectly populated the Box 11 FACTA with a check. I didn't realize that at the time and hence TT was forcing a YES answer to the Foreign Financial Account question on Schedule B. When I went back and reviewed my 1099-DIV, I unchecked box 11, then re-answered the Foreign Financial Account questions and then Schedule B populated properly with a No answer.
‎February 26, 2023
7:56 AM