topic Form 3520 foreign bequest in Deductions & credits

Form 3520 foreign bequest

Fletch59 — Tue, 10 Feb 2026 11:17:00 GMT

Hi..filling in forms 3520....us greencard beneficiary of fathers uk will over $100,000 bequest ..greencard holder also an executor and an individual....are 2 boxes checked at top line B for individual and Executor and under name of trust is this left blank ? ...or what is entered here in a will situation thanks R

Re: Form 3520 foreign bequest

DaveF1006 — Wed, 21 Feb 2024 15:06:18 GMT

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.

Re: Form 3520 foreign bequest

Fletch59 — Wed, 21 Feb 2024 23:53:21 GMT

Hello David...thank you so much for getting back on that one...I really appreciate it.....thankyou..