Skip to main content
3520File3520
Start a filing
Live demo

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.→
3520File3520

File3520 is a product of Material Participation, LLC. It is a self-preparation tool, not a tax advisor, law firm, or accounting firm. Using it does not create a professional relationship or constitute tax, legal, or investment advice. It performs the calculations you direct it to perform using the information you enter. Whether you have a filing obligation under §6048 or §6039F, and how to classify trusts, gifts, or distributions, are determinations you or your advisor must make. Review every figure and form before filing.

© 2026 Material Participation, LLCForms 3520 & 3520-AAbout Form 3520 · Reporting Guide · Country Guides · GlossaryPrivacy · Terms · Contact