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RC2022
Returning Member

Final Form 3520

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?

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‎April 19, 2022 10:02 AM
last updated ‎April 19, 2022 10:02 AM
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AliciaP1
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Expert Alumni

Final Form 3520

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

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‎April 19, 2022 11:28 AM
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AliciaP1
Expert Alumni
Expert Alumni

Final Form 3520

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"
‎April 19, 2022 11:28 AM
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RC2022
Returning Member

Final Form 3520

Great - thank you for answering my question.

‎April 19, 2022 2:16 PM
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