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Get your taxes done using TurboTax
Hi,
Thank you for the response and the links!
I am living in US, married filing joint income so my threshold is >$100,000 and may need to file 8938.
Looking at who must file Form 3520, I found following clause
"More than $100,000 from a nonresident alien individual or a foreign estate (including foreign persons related to that nonresident alien individual or foreign estate) that you treated as gifts or bequests;"
I feel bequests includes inheritance.
In this case I may need to file both and 3520 for sure.
K
March 9, 2026
11:20 PM