joe64
Level 2

Does anyone know if it is possible to transfer/import the data contained in a past year FinCEN form filed online (pdf copy) into the Form 114 section of ProSeries? 

It is very cumbersome and time-consuming having to enter each bank name, address and the primary filer data repeatedly manually.

Is it possible that ProSeries does not have a way of storing the bank and filer info for easy propagation? It can easily take you an hour to complete an FBAR if you have 5 Single accounts and 8 or more joint accounts.

Also, can ProSeries transfer the data entered in Form 8938 directly/automatically into the FBAR section of ProSeries itself given the fact that the data is identical on both forms?

Thank you.

 

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