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I clicked "No" to the question regarding having foreign accounts. However, TurboTax is trying to force me to pay to upgrade to Deluxe. Is anyone else having this issue?

 
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MindyB
Employee Tax Expert

I clicked "No" to the question regarding having foreign accounts. However, TurboTax is trying to force me to pay to upgrade to Deluxe. Is anyone else having this issue?

If you have answered "no" to the question, there may be an error in one of your entries from your bank (1099-INT, 1099-DIV, etc)

 

Revisit all your entries and be sure the box "FATCA filing requirement box is checked." is not checked, if it is not checked on your forms. You may have to select "My form has info in other boxes (this is uncommon)" first to expand.

 

You can also double-check that the box for "Owned or signed on a foreign bank, broker, or other financial account." is not checked.

 

Here’s how to do this in TurboTax Online:

  1. Go to Miscellaneous investment income.
  2. Answer the questions on the "Miscellaneous Investment Income" screen.

 

 

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