E-filing and Form 8938

Forum|Forum|2 years ago
February 29, 2024
5 replies
55 views

I have been using H&R Block. It won't allow me more than 3 Copies of Form 8938 if I E-File. I have 5 deposit/custodial accounts.

Will Turbotax Deluxe downloaded s/w allow me to E-File with 5 copies of Form 8938?

SusanY1

Level 15

We are not aware of a limitation on this form for e-file. Perhaps some other users may chime in if they have experienced differently.

There is currently a limitation on e-filing the Form 8398 when the box is checked indicating that one more more assets is reported, instead, on 3520 (foreign trusts or gifts received) since 3520 is not supported by TurboTax at this time.

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gsteel44Author

Level 2

Many thanks for your response, M/s Susan @SusanY1! I'll look to hear from any Clients who has experience of a limitation of the # of Copies of 8938 that can be input. I have 5 to input. HRBlock won't allow >3.

Thanks, also, i'd seen that use of 3520 negates e-filing with 8938.

Best, George

bagel001

Level 2

Hi George - Curious to know how you overcame the issue? Did you have to paperfile or were you able to efile with your 5 accounts on 8938. Thank you so much for sharing