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Level 4
Aug 13, 2025 10:53 AM UTC
New

FBAR/8938 Integration + additional features

Related products:ProSeries

Generate a worksheet in list format to enter all bank accounts, dates of opening/closure, related income and form reconciliation, assign them to taxpayer/spouse, select for FBAR/8938, allow preparation of spousal return within main joint form, include special efile submission acknowledgement form (to provide clients), carry accounts forward each year. etc.

1 reply

Level 3
Nov 4, 2026 3:50 PM UTC

Yes it would be very helpful to have separated FBARs & form 8938 for each individual taxpayer or spouse assignments within main joint format.