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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
TomD8
Level 15

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?

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)

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

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?

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.

TomD8
Level 15

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?

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

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
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