Final Form 3520

RC2022 · ‎April 19, 2022

Filed a Form 3520 in 2020 for inheritance. No reportable amounts in 2021. Estate is completely distributed. Do I need to file a Final 3520 in 2021 or is that just for trusts?

AliciaP1 · ‎April 19, 2022

It is just for trusts. You do not need to file another form for 2021 in your case.

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AliciaP1 · ‎April 19, 2022

It is just for trusts. You do not need to file another form for 2021 in your case.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

RC2022 · ‎April 19, 2022

Great - thank you for answering my question.

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Final Form 3520

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