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See it work, on sample data.
Pick a scenario to explore a fully worked example. Every field is pre-filled with realistic data, every figure is computed live, and you can download the sample IRS forms. The example is read-only. When you’re ready, start your own filing.
Foreign pension with a plan historyA UK workplace pension held in trust → Part II for the part you own + substitute Form 3520-A, with no Part I and the plan history's statement.→Foreign gift / bequestSix foreign gifts totaling $597,300 → Form 3520, Part IV with supplemental statement.→Foreign trust ownerA New Zealand family trust → substitute Form 3520-A + accompanying Form 3520.→Trust distribution (throwback)A $300k distribution → Part III + auto Form 4970 throwback tax + §668 interest.→Foreign trust (trustee)A Singapore trust with a U.S. owner and beneficiary → Form 3520-A with statements.→