pk
Level 15
Level 15

Retirement tax questions

@ap5494 , Namaste ji

 

TurboTax does not support form 3520 --- not included that is.     Down load the form and instruction  at  www.irs.gov --->    Form 3520 (Rev. December 2023)  

and   Instructions for Form 3520 (Rev. December 2023)

Note the filing address shown on page  2 of the instructions for the form3520.

If you are filing a form 8938  ( FATCA form ) along with your tax return,  there is a line to denote that you are filing a form 3520.

From reading about  the regulatory oversight on the  NPS scheme , it appears not to be a PFIC and more like a Social Security type of scheme.

 

Is there more I can do for you ?

 

Namaste ji

 

pk