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Deductions & credits
If this is an inheritance from an individual, this will be reported in part 1V in the 3520. You do not need to name a trust or the individual you are receiving this inheritance from unless this was placed in a trust.
Yes, you will select that are an individual and the executor of the will. See the instructions for form 3520 for further details.
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‎February 21, 2024
7:06 AM