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Level 2
posted Apr 10, 2023 1:00:44 AM

I need to file a 3520 for foreign trust. This form isnt included with T/T. What are my options to file a 3520, while still using TurboTax?

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3 Replies
Level 15
Apr 10, 2023 6:39:39 AM

The IRS has a "fill-in" Form 3520 on its website.  Be sure to read the instructions regarding required attachments and mailing instructions.

2022 Form 3520 (irs.gov)

Level 2
Apr 10, 2023 7:54:49 AM

Yes, Thank you! Is there a way for me to attach this form to e-filing while still using Turbotax, or can I send in the 3520 as a standalone document, or do I need to mail everything together in a package.?

I was hoping to somehow attach this form to be able to still use turbotax.

Level 15
Apr 10, 2023 11:53:43 AM

The IRS instructions for Form 3520 specifically say that it is NOT to be submitted with your tax return.  Instead, you must mail it with any required attachments to the address given in the instructions.

https://www.irs.gov/instructions/i3520