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Level 2
April 19, 2022
Solved

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?

    AliciaP1
    AliciaP1Answer
    Alumni - Intuit
    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"

    2 replies

    AliciaP1
    AliciaP1Answer
    Alumni - Intuit
    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"
    RC2022Author
    Level 2
    April 19, 2022

    Great - thank you for answering my question.