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