RobertB4444
Employee Tax Expert

Get your taxes done using TurboTax

Not for the initial inheritance.  However, if your spouse maintains foreign investments overseas then the 8938 is how you'll report them each year.  The 3520 is how you report receiving them initially.  So next year (and every year moving forward) you'll attach an 8938 to your return.

 

@PaulTaguchi 

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