pk
Level 15
Level 15

Deductions & credits

@SL1234 , @SusanY1 , @SOMENBOGU , I have confirmed that the entry of the number of 3520 etc. does indeed cut-off the e-file availability for 2023.  I went back and tried a similar return  with 8938 and 3520 ( 1 ) with the same result.  It seems therefore that is a policy decision by TurboTax to  NOT support e-file  when  unsupported forms  ( or references  thereto ) such as 3520 are present.   I do not know the reasoning behind this decision.

Have also confirmed  that  IRS instructions do indeed require a filer to  enter the number of such  forms being separately  transmitted -- the term "must" is used , implying mandatory.

 

So the only option is to file by mail   ( one  for the 1040 series  and its attachments and another for 3520 etc. ).

 

pk