Would one of you be willing to share a data file with me (scrubbed of all of your personal data) so that I may submit this issue to developers to request correction of the e-file error?
In the meantime, the only real way to e-file and address the concerns about the checkbox is to include the data on 8938 even though it isn't required (the reference to number of 3520s is a way of saying "the data isn't here, it's there, so if you include the data on the 8938 and the 3520, you won't have a problem - but this doesn't detract from the fact that this behavior isn't ideal.) Paper filing is the default if you prefer to have the indicator for the number of 3520s rather than the data on the 8938.
Here are the steps to share your file:
If using TurboTax Online
- Log into TurboTax
- On the left, click on Tax Tools
- Under Tax Tools, click on Tools
- In Tools Center, click on Share my File with Agent
- You will then see a 7 digit "token" number
If using a download/CD version of TurboTax
- Open TurboTax, and your tax return
- Select Online in the menu across the top of the screen
- Click on Send Tax File to Agent
- You will then see a 7 digit "token" number
Please return to this post and provide the token number in this thread.
@SL1234 @SOMENBOGU
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