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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

Form 3520 is used to report the receipt of certain foreign gifts or bequests, and is required to be filed by certain U.S. taxpayers. Here is how to fill out Form 3520:
01
Enter your name and personal information at the top of the form, including your Social Security number.
02
Indicate if you are filing a one-time Form 3520 or if you are required to file this form annually.
03
Provide information about the foreign gift or bequest, including the name and address of the donor or decedent, the date of the gift or bequest, and the fair market value.
04
If the gift or bequest was in the form of property, provide a description of the property and its fair market value.
05
Indicate whether you have already received or anticipate receiving any future payments related to the gift or bequest.
06
If you received the gift or bequest from a foreign trust, provide information about the trust and its beneficiaries.
07
If you received the gift or bequest from a foreign estate, provide the name of the estate, the date of death of the decedent, and other identifying information.
08
Sign and date the form, affirming that the information provided is accurate to the best of your knowledge.
Who needs Form 3520?
The following taxpayers are required to file Form 3520:
01
U.S. citizens or residents who received gifts or bequests from foreign individuals or entities exceeding $100,000 in aggregate during the tax year.
02
U.S. citizens or residents who received certain distributions from foreign trusts.
03
U.S. citizens or residents who are granters of foreign trusts, who must report the transfer of money or property to the trust.
04
U.S. citizens or residents who are beneficiaries of foreign trusts.
05
U.S.
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