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
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