How to complete Form 8938 using Easy Steps?

4 replies
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I need to complete Form 8938. In TurboTax Premier (the downloaded version), where do I find the Easy Step prompts in the menu bar to guide me through the necessary questions? Thx.

rjs

Level 15

In the Search box type "form 8938" (without the quotes), then click the link that says "jump to form 8938."

pomme4argentAuthor

Level 2

Thanks for responding. The search box is not functioning in the downloaded version of TurboTax Premier, at least not for me. That makes it hard to use the product. No help yet on this from tech support.

rjs

Level 15

To get to the Form 8938 interview:

Click the Federal Taxes tab.
Click Wages & Income.
Click "I'll choose what I work on."
On the screen "Your 2022 Income Summary" scroll down to "Interest and Dividends."
Click the Start button for "1099-OID, Foreign Accounts."
On the "Miscellaneous Investment Income" screen, don't check any boxes, not even "None of the above."
The next screen will be "Foreign Financial Assets," which is the beginning of the Form 8938 interview.

If you click (or have already clicked) any of the boxes on the "Miscellaneous Investment Income" screen you will have to go through some questions about foreign accounts before you get to "Foreign Financial Assets."

Search works fine in my downloaded Premier. Do you have a working internet connection? I think the Search box needs an internet connection. Also make sure your downloaded software is updated.