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IRS 3520 2022-2023 free printable template
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If these documents have been attached to a Form 3520-A or Form 3520 filed within the previous 3 years attach only relevant updates. If No to the best of your ability complete and attach a substitute Form 3520-A for the foreign trust. If these documents have been attached to a Form 3520 filed within the previous 3 years attach only relevant updates. You are a U.S. person who during the current tax year received certain gifts or bequests from a foreign person. Complete all applicable Name of...
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How to fill out form 3520 2022-2023

How to fill out form 3520:
01
Fill in your personal information, including your name, address, and social security number or taxpayer identification number.
02
Provide information about the foreign trust or estate that is being reported on the form, such as the name, address, and identification number.
03
Report any transactions, distributions, or contributions made to or from the foreign trust or estate during the tax year.
04
Include any related attachments or schedules that are required to provide additional information or support.
05
Sign and date the form before submitting it to the Internal Revenue Service.
Who needs form 3520:
01
U.S. citizens or residents who have an interest in or have received gifts or inheritances from a foreign trust or estate.
02
Individuals who have received a distribution from a foreign trust, even if they are not the grantor or beneficiary of the trust.
03
Taxpayers who are required to file a U.S. income tax return and have met the specified reporting thresholds for foreign trusts and estates.
Please note that this is only a general overview of how to fill out form 3520. It is recommended to consult with a tax professional or review the official instructions provided by the IRS for detailed guidance.
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