Form 3520


(5 / 5) 57 votes
Form 3520 - Thumbnail

Get your Form 3520 in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
  • 03 Export or print immediately

What is Form 3520? 

IRS Form 3520 is an informational document used to report particular transactions with ownerships of foreign trusts, foreign trusts, or if you get some large gifts from people abroad. It is based on various reporting triggers related to the international asset’s nature.

 Form 3520 on PDFLiner

What do I need the 3520 tax form for?

  • If you make specified payments to a related foreign trust in exchange for an obligation, for example, transfer any assets;
  • In case you own any part of a foreign trust and get either direct or indirect distributions from it;
  • To report a large inheritance or gift from certain people overseas.

Signing Form 3520 on PDFliner

Organizations that work with Form 3520

  • The IRS.

How to fill out Form 3520?

  1. Press the blue button above to get a fillable form template and conveniently complete it online.
  2. Put down the tax year.
  3. Enter the initial and final returns. Specify whether you are filing this blank for yourself, the executor, partnership, or corporation trust.
  4. Go through the lines and fill them out with the required information.
  5. Complete Part I on transfers by American individuals to a foreign trust throughout the current tax year. Fill out the relevant fields in Part I. 
  6. In Part II, you have to provide the foreign trust owner’s name, address, ID number, country tax, and appropriate code.
  7. Part III is related to distributions to a US citizen from a foreign trust throughout the current tax year.
  8. Fill out Part IV if you received any gifts or bequests from foreign citizens during the current tax year. 
  9. Click the red Done button and save the finished printable PDF file on your PC.

What people say

  • Fred Walters
    Now that I’ve switched from Word to PDFLiner, I save lots of time processing and digitally distributing tons of billing forms, work orders, forecast reports, and invoices. In addition to this, thanks to PDFLiner, we’ve significantly minimized our paper consumption. Excellent tool that helps me cope with my business workflow faster and easier.
  • Peter Scheffel
    Self-employed attorney
    PDFLiner allows me to streamline the processes of generating and managing legal documents, as well as collecting electronic signatures for all my contracts and agreements. I like that I can customize forms on the go and access PDFLiner from all my gadgets. No more printing or scanning! That’s just brilliant!
  • Lisa Matthews
    University student
    When you’re a student, you deal with PDFs a lot… Newsletters, various worksheets, official forms you need to fill in and sign, etc… To me, filling out a PDF form used to be among the trickiest and most time-consuming things ever. But then a friend of mine introduced me to PDFLiner, and oh my God, my life has changed since then. It’s easy to use and has so many great features. Just awesome, I love it!
Fillable online Form 3520
(5 / 5) 57 votes
Please, wait...
We use unpersonalized cookies to keep our site working and collect statistics for marketing purposes. By continuing to use this site, you consent to this policy. Learn more