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Level 4
August 13, 2025
New

FBAR/8938 Integration + additional features

Related products:ProSeries
  • August 13, 2025
  • 0 replies
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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.