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Level 2
April 19, 2022
Solved

Final Form 3520

  • April 19, 2022
  • 1 reply
  • 5 views

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?

    Best answer by AliciaP1

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

    1 reply

    AliciaP1
    AliciaP1Answer
    Level 13
    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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    RC2022Author
    Level 2
    April 19, 2022

    Great - thank you for answering my question.