turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
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?

posted
‎April 19, 2022 10:02 AM
last updated ‎April 19, 2022 10:02 AM
0
2
224
Reply
Bookmark Icon
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
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"

View solution in original post

‎April 19, 2022 11:28 AM
1
201
Reply
Bookmark Icon
2 Replies
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
1
202
Reply
Bookmark Icon
RC2022
Returning Member

Final Form 3520

Great - thank you for answering my question.

‎April 19, 2022 2:16 PM
0
197
Reply
Bookmark Icon

Still have questions?

Make a post
Featured forums
Taxes
Lower Debt
Investing
Self-Employed
All topics
Live Full Service: Taxes Done for you! Get matched with a local tax expert who can do your taxes, start-to-finish, the same day. Start for free!
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question

Related Content

Armed_IRS_Agent_Bob
Slayton1
Don-TT
zha0q1
Dubostica

Did the information on this page answer your question?

thumb-up Yes
thumb-down No
close icon
checkmark

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

and start working
on your taxes

File your taxes, your way

Get expert help
or do it yourself.

Get started
close icon
icon help

Access additional help, including our tax experts

Post your question

to receive guidance
from our tax experts and community.

Connect with an expert

Real experts - to help
or even do your taxes for you.

Get started
Manage cookies