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ronnierrl
Level 2
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  • I guess I can do a duplicative reporting by putting the same information on both the Form 8938 and Form 3520. However, I will need to uncheck the box on Form 35...
    ronnierrl
    Updated Apr 17, 2024
  • I think as long you remove the number of Form 3520 from Part IV of Form 8938, TurboTax will allow you to e-file. However, there is a check mark on Form 3520 to ...
    ronnierrl
    11
    Updated Apr 17, 2024
  • I called the TurboTax Expert line, and he did a screenshare. He said that unfortunately, TurboTax will not allow efile when there is a Form 3520. We either need...
    ronnierrl
    Updated Apr 17, 2024
  • Is there a way to submit a request to fix the bug on not allowing efile when the box for Form 3520 was checked on Schedule B? I hope TurboTax will fix the bug, ...
    ronnierrl
    1
    Updated Apr 17, 2024
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