Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Is eSignature not available for FBAR Form 114?

pc321
Level 3

Is eSignature not available for FBAR  Form 114?  I am in the efile Center and the client's Form 114 is listed and the hyperlink "Request" eSignature is active but it appears that Form 114 is not eligible for eSignature.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
1040up
Level 2

When I go to the e-file dashboard I do not see this either but I believe I figured out how to get the FinCEN Form 114a ready for eSignatures using Intuit ProConnect.  Here are the steps in the "File Return" section:

1. Go to the "Partial print to PDF", tick the box for "114a", click on "Download PDF" once it has generated, and then save the PDF of the Form(s) 114a to your desktop.

2. Go to the "eSignature" section and click on "Client Authorization eSignature". The "Federal 8879" and state e-file consent form (if applicable), should already be ticked.

3. Click on "Start a request", which should then bring you to the next screen where you will see a dropdown with the words "Select document type".

4. In the dropdown, select "Other document for eSignature" and then click on the blue "Browse" button, which will open up the Desktop where you can upload the Form(s) 114 you saved in Step #1. 

5. Once you upload the Form(s) 114, it should listed now as a document. View it to make sure that's the one. Once all good, then click on "Next".

6. You should then see the system creating the forms in DocuSign to be e-Signed. 

7. You will note that the Form 8879 and state equivalent e-File consent form(s) will have the taxpayer and spouse's "Sign" and "Date Signed" icons in yellow and blue colors respectively but that the Form(s) 114a will not have these.  

8. In order to add these, there is a toggle at the top for the primary taxpayer and spouse/partner with their names. Select the one who needs to sign and date the form on Lines 7 and 8 respectively. Then, on the left side you will see "Standard Fields".  Click and hold on the "Stamp" icon and drag it to the Line 7.  Then, click and hold on "Date Signed" and drag it to Line 8. 

9. If the spouse needs to sign this same Form 114 (i.e., joint FBAR), then toggle at the top to select the spouse's name, and repeat the steps in Point #7 above to add the spouse's "Sign" and "Date Signed" icons. Your check is that the colors of the "Sign" and "Date Signed" should be different.

10. Once you have completed the above for any other Form(s) 114a, then save and click on the next steps.  

I didn't write down the next steps but when you are back in Intuit, you should be able to click on "Next" to generate the email template to send to your taxpayers.

I hope this helps and I will try to update this solution on my next one so that we can all use these instructions.

0 Cheers