ProSeries Tax Idea Exchange
Submitted by JWM on 08-13-2025 05:53 AMGenerate 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.
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