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Deductions & credits
There are two options for a workaround to e-file in TurboTax. The first is to include the asset that will be reported on Form 3520 even though it isn't required to be listed. Form 3520 isn't supported by TurboTax and cannot be e-filed.
Leave the box regarding Form 3520 unchecked. Then, include the information about the inheritance, gift or trust on Form 3520 which is filed by mail.
Alternately, you could leave the information off the initial e-filed return and mail an amendment made to check the box (though the IRS will likely disregard it) if it bothers you to not have the information on the return (which I agree would be the ideal situation - but that prevents e-filing of the return.)
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March 3, 2024
5:57 PM