DianeW777
Expert Alumni

Get your taxes done using TurboTax

It depends. First, your filing status is a consideration. If you are single you must file Form 8938, based on the amount of the account. If you are married filing jointly the amount would not require you to file it,

  • Reporting Thresholds (Form 8938 Instructions)
  • Part V would be required for the Part I information
  • Part VI is not required

It does not appear that you need to file Form 3520 if you are not an executor of your mom's estate. However, if you are the designated executor, the you would file this form which will eliminate the need for Form 8938.

Form 3520 is a signature document and filed by itself to the address in the instructions: Form 3520

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