Tax FormsFillable tax forms simplify and speed up your tax filing process and aid with recordkeeping.Explore all templatesReal EstateReal estate templates for all cases, from sale to rentals, save you a lot of time and effort.Explore all templatesInsuranceInsurance templates make it easier for agents to manage policies and claims.Explore all templatesLegalLegal templates provide a structured foundation for creating legally binding documents.Explore all templatesMedicalMedical forms help you keep patient documentation organized and secure.Explore all templatesBill of SaleBill of Sale templates streamline the transfer of ownership with clarity and protection.Explore all templatesContractsVarious contract templates ensure efficient and clear legal transactions.Explore all templatesEducationEducational forms and templates enhance the learning experience and student management.Explore all templates
FeaturesThe all-in-one document management system has all the features you need to safely and efficiently handle your PDFs. Dive in, learn how to use all the tools, and become a PDF pro.Explore all featuresShare PDFWith the help of PDFliner you can share your PDF files by email or via the link as soon as you have edited, filled, or signed them online.Sign PDFPDFLiner gives the opportunity to sign documents online, save them, send at once by email or print. Register now, upload your document and e-sign it onlineFill Out PDFPDFLiner provides different tools for filling in PDF forms. All you need is to register, upload the necessary document and start filling it out.Draw on a PDFDraw lines, circles, and other drawings on PDF using tools of PDFLiner online. Streamline your document editing process, speeding up your productivity
- Log in
- Sign Up
Fill this form
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.
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.
Organizations that work with Form 3520
- The IRS.
How to fill out Form 3520?
- Press the blue button above to get a fillable form template and conveniently complete it online.
- Put down the tax year.
- Enter the initial and final returns. Specify whether you are filing this blank for yourself, the executor, partnership, or corporation trust.
- Go through the lines and fill them out with the required information.
- 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.
- In Part II, you have to provide the foreign trust owner’s name, address, ID number, country tax, and appropriate code.
- Part III is related to distributions to a US citizen from a foreign trust throughout the current tax year.
- Fill out Part IV if you received any gifts or bequests from foreign citizens during the current tax year.
- Click the red Done button and save the finished printable PDF file on your PC.
Fillable online Form 3520
- Fill this form