SusanY1
Expert Alumni

Get your taxes done using TurboTax

No, you do not have to add the brokerage details to the Form 3520.  Should you continue to hold the assets in that same account next year, you would then report those details on Form 8398 and FinCEN 114 (FBAR).  It does seem odd not to include that information, but that is what the IRS tells us to do in this case.  

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