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The form 3520 does not take any details on the foreign brokerage account, like account numbers etc, where the stocks are inherited. The Form 8398 does but also tell us not to include the asset in 8398 if 3520 is filed for the asset.
Should I add the foreign brokerage details in 8398 because 3520 does not have any details of the account the stocks are held in?
Thank you for any response.
‎February 29, 2024
8:34 AM