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Form 3520- Received a bequest from a foreign Estate. Besides…

Form 3520- Received...

Form 3520- Received a bequest from a foreign Estate. Besides my personal info, what other info, if any, goes on page 1

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Answered in 9 minutes by:
10/12/2017
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 16,756
Experience: 15years with H & R Block. Divisional leader, Instructor
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After you complete the personal info on page one you want to focus on Part IV. This part affects US persons who receive a foreign inheritance.

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Customer reply replied 4 months ago
My specific question. Outside of ticking the appropriate boxes and completing lines 1a-k, does any other info go on the first page. In essence is there anywhere that the foreign estate must be identified

No it is listed on the last page.

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Customer reply replied 4 months ago
Since this is a bequest, not a gift, where would you put the name of the foreign estate

You can include it in col B under Part IV. "Estate of XXX " then list Cash or property

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If not then scroll up to see the STARS to rate so I am credited.

Robin D.
Robin D., Senior Tax Advisor 4
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