3520-A - Annual Return of Foreign Trust With a U.S. Owner

What is the form used for?

A foreign trust with at least one U.S. owner files this form annually to provide information about:

• The trust,
• Its U.S. beneficiaries, and
• Any U.S. person is treated as an owner of any portion of the foreign trust.

Is the form Supported in our program? Yes

How to access the form: To access the form, you will need to open a return on the Desktop and then go to Add Form/Display and type 3520A.

Limits to the form: This form is a business form and can only be accessed from the desktop software. This form cannot be copied

IRS Publication: https://www.irs.gov/forms-pubs/about-form-3520-a

Solution Articles:

IRS Business Rule F1040-358