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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 3520-A
for the current year.
IRS Form 3520-A Annual Information Return of Foreign Trust With a U.S. Owner
What Is IRS Form 3520-A?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 3520-A?
A: IRS Form 3520-A is an Annual Information Return of Foreign Trust With a U.S. Owner.
Q: Who needs to file IRS Form 3520-A?
A: Any U.S. person who is treated as the owner of a foreign trust must file IRS Form 3520-A.
Q: What is a foreign trust?
A: A foreign trust is a trust that is formed under the laws of a country other than the United States.
Q: What information is reported on IRS Form 3520-A?
A: IRS Form 3520-A is used to report various information about the foreign trust, including its income, distributions, and beneficiaries.
Q: When is IRS Form 3520-A due?
A: IRS Form 3520-A is generally due on the 15th day of the 3rd month after the end of the trust's taxable year.
Q: What are the penalties for not filing IRS Form 3520-A?
A: The penalties for not filing IRS Form 3520-A can be significant, including monetary penalties and potential criminal penalties.
Form Details:
- A 5-page form available for download in PDF;
- Actual and valid for filing 2023 taxes;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 3520-A through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 3520-A Annual Information Return of Foreign Trust With a U.S. Owner
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