SusanY1
Expert Alumni

Get your taxes done using TurboTax

I recommend filing a separate 3520 for the inheritance to avoid any confusion.

For that transaction you complete Part 1 to include all applicable check boxes in A, B, and C plus the area between C and line 1.  Complete all applicable sections of line 1 (1a-1k) and then you skip to page 6, part IV, Line 54.  

For C, just check the section there that applies in this specific instance. (Individual, likely.)

Then sign and date the return.  

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