Cannot file return online after indicating I will file a 3520 form on my Form 8938 in Turbotax?

Forum|Forum|2 years ago
October 12, 2023
4 replies
0 views

I am doing my 2022 tax returns in turbo tax (have an extension). My father passed away and I received proceeds from his inheritance, in 2022, that I intend to report on From 3520. I also have to file Form 8938 as I have some foreign accounts of my own that I include with my tax return.

On the Form 8938, there is a section that asks if I am also filing some other forms (3520, 3520A, 1116 etc). I put in 1 against 3520 (as I will be filing and sending that separately by mail). But now, TurboTax is telling me that because I am filing a From 3520 I cannot file my return online and I have to mail it in!!!???

I have used Turbo Tax in the past when my mom passed to also do the same thing as above. And it worked fine and let me file the return online. I mailed in the Form 3520 separately.

Any idea why TurboTax would not let me file my federal return online?

Thanks

Best answer by pk12_2

@caunteya , I don't understand the issue -- 3520 goes to different address than the 1040 return ( generally ). You are supposed to be able toe- file your 1040 return along with the 8938 and the 3520 separately by mail.

Please check the message as to why it is not allowing the e-file. Also check that under type of filer ( line 3 ) you have the correct selection.

If nothing works to clear this situation , and in the interest of time, i would take a chance and empty out Part IV , line 15 and see if this allows to e-file, in which case I will put priority on e-filing ( ignore Part-IV ( line 15 selection and e-file. Then separately prepare and fill out form 3520 ( which is not supported by Turbo any ways ) and mail it in ( per 3520 instructions ).

Does this make sense ?

Anonymous_

Employee

Perhaps Champ @pk12_2 has some input.

pk12_2Answer

Employee

Please check the message as to why it is not allowing the e-file. Also check that under type of filer ( line 3 ) you have the correct selection.

Does this make sense ?

caunteyaAuthor

Thanks @pk12_2 . I will check this out and revert. Will also share the exact message TurboTax is giving me.

caunteyaAuthor

@pk12_2 here is what Turbo Tax tells me in the form of an error in the final review

***

We Won't Be Able to E-file Your Return

It looks like you have a form or tax situation in your federal return that TurboTax doesn't support for e-filing. We do support it for filing by mail.

Here are the details:

Your return contains one of the following unsupported forms: 3520, 3520-A, 5471, 8621, 8865

Don't worry, even though you are unable to e-file your return, we'll still help you file your return by mail.

***

Thanks,

Caunteya

ssp0

This is still a problem. We cant e-file if we select on 8938 that 3520 will be mailed. The mailing address of 3520 is different than where you mail 1040+8398, I do not understand why is e-file not allowed.

SL1234

Considering Turbotax is not willing or capable to solve this bug, has anyone in the same situation (8938 form marked with 1 form 3520 to be filed) tried efiling with a different software? Debating on cutting my loses (money spent on Turbotax) and buying TaxAct, or other software, as well so I can efile. And then just start using that software from now on for the next years instead of Turbotax.

ssp0

Yes. Freetaxusa.

VS73

I have the same issue and do not understand TT's logic of taking away a feature. Form 3520 is an information only form AND goes to a different address - it is decoupled from the main tax return.....that's what makes this inability to e-file the main return all the more frustrating.

I do hope that TT product managers are paying attention to these discussions and are responsive enough to fix it for 2024 tax year.