DaveF1006
Expert Alumni

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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