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Get your taxes done using TurboTax
You are correct, you do not need to indicate anything here for Form 3520. You would only indicate that you filed a 3520 for assets that would otherwise be reported on Form 8938 - it's a way of letting the IRS know that something is omitted here, because it's reported elsewhere which isn't applicable in your case.
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‎April 7, 2024
6:09 PM