IRS Forms 3520 & 3520-A

File your foreign trust and foreign gift forms the easy way.

A guided interview that fills out Form 3520 and Form 3520-A for you, the forms that TurboTax won’t touch and a CPA charges hundreds for. Answer plain-English questions, get a print-ready return.

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✓ Gifts, trusts, distributions & trustees✓ Computed, not estimated - every line✓ Print & mail - no e-file account needed

High-stakes forms. No software for them.

Miss a Form 3520 and the IRS can assess penalties starting at$10,000 per form, per year—and up to 5% or 35% of the amount involved, depending on the filing path. TurboTax doesn’t support it. H&R Block doesn’t either. Your options have been a specialist who charges four figures or a blank IRS PDF and a prayer.

File3520 is a guided interview that asks plain-English questions and produces a completed, print-ready form. The same result, a fraction of the cost.

  • $10,000minimum penalty per form, per year (§6677)
  • 5–35%of the gross reportable amount, depending on the part
  • 0other consumer tools that cover these forms
What it covers

Four filing paths, one tool.

Form 3520, Part IV

Foreign gifts & inheritances

Received more than $100,000 from a foreign individual or estate? No tax owed, but the report is mandatory. The fastest path in the tool.

Form 3520, Part II + Form 3520-A

Foreign trust owners

Treated as the owner of a foreign trust under §679? You have annual reporting on both forms. We walk you through each one.

Form 3520, Part III

Trust distributions

Received a distribution from a foreign trust? We handle Part III and flag when the throwback rules (§§665–668) come into play.

Form 3520-A

Foreign trust trustees

Trustee of a foreign trust with U.S. reporting obligations? We produce the annual information return the IRS requires from the trust itself.

Built for accuracy

Every number on your form is computed, not estimated.

Throwback-rule calculations, accumulation distributions, §668 interest charges. The engine handles them end to end. You enter the facts; the math is ours to get right.

“Did I get the throwback math right?”

You don’t have to wonder. The engine shows its work on every line.

How it works

Three steps, plain English the whole way.

  1. 1

    Answer the interview

    We ask what happened - a gift, a trust, a distribution - and route you to only the parts that apply.

  2. 2

    We fill the form

    Your answers map onto the actual IRS lines. No jargon, no blank boxes to decode.

  3. 3

    Print & mail

    Download a completed, ready-to-sign PDF. These forms are paper-filed; no e-file account required.

Pricing

Simple, transparent pricing.

A fraction of what a preparer charges for the same form. No hidden fees, no surprise upsells. See your completed return before you pay.

Gift Return

Foreign gifts & inheritances

$12/year
  • Form 3520 Part IV (gifts/bequests)
  • Unlimited returns, unlimited taxpayers
  • Audit-ready retrace worksheet
  • Supplemental statement (if needed)
Start a gift filing
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Full Access

All filing paths

$60/year
  • Everything in Gift Return, unlimited
  • Trust, beneficiary & trustee paths
  • Form 3520 + Form 3520-A + Form 4970
  • Retrace & ties-out worksheets
  • Roll forward to next year
  • Trust filings: one taxpayer
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Professional

For tax preparers

$240/year
  • Everything in Full Access
  • Unlimited taxpayers on all paths
  • Paid preparer section auto-filled
  • Multi-preparer profiles
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Get started. It only takes a few minutes.

Walk through the interview and see your completed form before you pay anything.

Start a filing