IRS Form 3520-A: Annual Information Return Of ForeignIRS Form 3520-A: Annual Information Return Of ForeignAbout Form 3520-A, Annual Information Return of ForeignIRS Form 3520-A: Annual Information Return Of Foreign-2025

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The document is Form 3520-A, an Annual Information Return required by the IRS for foreign trusts with a U.S. owner. It includes sections for general information about the trust, income statements, balance sheets, and specific statements for U.S. owners and beneficiaries. The form captures details such as trust identification, income sources, distributions to U.S. persons, and compliance with U.S. tax regulations.

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Begin by entering the name of the foreign trust and its Employer Identification Number (EIN) in Part I. Ensure all information is in English and amounts are shown in U.S. dollars.
Indicate whether this is an initial, final, amended return, or if an extension has been filed. Check if any excepted specified foreign financial assets are reported.
Complete the sections regarding the U.S. agent and trustee details. If a U.S. agent is appointed, skip certain lines as instructed.
Fill out the Foreign Trust Income Statement in Part II, detailing income sources such as interest, dividends, and capital gains.
In Part III, provide a balance sheet for the foreign trust at both the beginning and end of the tax year.
Finally, review your entries for accuracy before signing. You can print, download, or share your completed form directly from our platform.

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See more IRS Form 3520-A: Annual Information Return Of ForeignIRS Form 3520-A: Annual Information Return Of ForeignAbout Form 3520-A, Annual Information Return of ForeignIRS Form 3520-A: Annual Information Return Of Foreign versions

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Versions	Form popularity	Fillable & printable
2023	4.9 Satisfied (43 Votes)
2022	4.5 Satisfied (41 Votes)
2021	4.8 Satisfied (113 Votes)
2020	4.2 Satisfied (106 Votes)
2019	4.4 Satisfied (141 Votes)
2018	4.4 Satisfied (167 Votes)
2017	4.4 Satisfied (212 Votes)
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2011	4 Satisfied (60 Votes)
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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I file Form 3520 electronically?

This manual submission remains mandatory because Form 3520 is not among the forms eligible for the IRSs e-filing system.

What are the common mistakes when filing Form 3520?

The Top Form 3520 Mistakes to Avoid Not reporting foreign gifts. Not reporting foreign bequest from foreign estate or decedent. Penalties for Not Timely Filing. Filing Form 352 0 late.

What happens if you dont file form 3520?

A penalty applies if Form 3520 is not timely filed or if the information is incomplete or incorrect (see below for an exception if there is reasonable cause). Generally, the initial penalty is equal to the greater of $10,000 or the following (as applicable).

Where can I get form 3520?

Go to .irs.gov/Form3520 for instructions and the latest information. C Check if any excepted specified foreign financial assets are reported on this form.

Is form 3520 difficult to fill out?

Filing Form 3520 Doesnt Have to Be Complicated Its not as simple as it sounds, though, because many different types of information must be reported on the form. But dont be intimidated: weve broken the information down into a simple guide for Americans living abroad complete with Form 3520 examples!

form 3520 instructions 2022

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How much does it cost to have tax Form 3520 done by an accountant?

Form 3520 This form the Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts and is used to disclose transactions with foreign trusts, ownership fo foreign trusts and receipt of certain large gifts or bequests from foreign persons. We charge $400 USD for this form.

Who needs to fill out form 3520?

A U.S. person must file Form 3520 if that person receives as a gift during the tax year either of the following: More than $100,000 from a nonresident alien individual or a foreign estate. More than a threshold amount from a foreign corporation or foreign partnership ($17,339 for gifts made in tax year 2022)