co
Level 3
‎04-09-2022 09:58 AM

Was told by Practitioner that PS has Form 114 in Pro-Series and it can be E-filed.

Where is it ?

I don't see it ?

0 Cheers
dascpa
Level 12
‎04-09-2022 10:16 AM

On Information Worksheet below e-file check box to e-file 114.  Then go to the File menu and scroll down.  You'll see it there.

co
Level 3
‎04-09-2022 10:22 AM

Finally ... however .... the form defaults to teh Taxpayer. The Accounts are the SPOUSE's and I do not see where to correctly change the account owner to SPOUSE.  THANKS MUCH for this

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎04-09-2022 10:29 AM
I used Override and input the spouses info....or you can split the joint return into 2 MFS returns, then use the spouses MFS return to prepare the FBAR.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎04-09-2022 10:30 AM

I use Override and input the spouses info....or you can split the joint return into 2 MFS returns, then use the spouses MFS return to prepare the FBAR


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

dascpa
Level 12
‎04-09-2022 10:36 AM

Pay attention to whether you also need Form(s) 8938 in the 1040.