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Question

Can I correct an error after my forms are complete, but not yet filed?

Forum|Forum|1 year ago
February 10, 2025
1 reply
0 views

It appears that I must have accidentally checked that I have a foreign account, so Turbo Tax wants me to upgrade.

Yes, you can fix the error before filing.

Here’s a suggested fix for this in TurboTax Online:

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

If that looks correct, 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.