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At the present time, Form 3520 cannot be electronically filed; it must be paper filed.
In general, a U.S. person's Form 3520 is due on the 15th day of the 4th month following the end of such person's tax year. If, however, on the due date of your income tax return, you are a U.S. citizen or resident who qualifies for one of the following conditions, then your Form 3520 is due on the 15th day of the 6th month following the end of your tax year. You must include a statement on the Form 3520 showing that you are a U.S. citizen or resident who meets one of these conditions:
(1) You live outside of the United States and Puerto Rico and your place of business or post of duty is outside the United States and Puerto Rico; or
(2) You are in the military or naval service on duty outside the United States and Puerto Rico.
In the case of a Form 3520 filed with respect to a U.S. decedent, the due date to file a Form 3520 is the 15th day of the 4th month following the end of the decedent's last tax year. If the U.S. person's estate is also required to file a Form 3520, the estate will have to file by the 15th day of the 4th month following the end of the estate's tax year, just like any other U.S. person. If the due date falls on a Saturday, Sunday, or legal holiday, file by the next day that is not a Saturday, Sunday, or legal holiday. Note. If a U.S. person is granted an extension of time to file an income tax return, the due date for filing Form 3520 is the 15th day of the 10th month following the end of the U.S. person’s tax year. Send Form 3520 to the Internal Revenue Service Center, P.O. Box 409101, Ogden, UT 84409. Form 3520 must have all required attachments to be considered complete.
Note: All information must be in English. Show all amounts in U.S. dollars. File a separate Form 3520 for each foreign trust.
We continue to evaluate whether there are more granular historical return datasets (for example, REITs, small cap value, mid cap growth, etc...) available, but have not located any to date which we are comfortable using.
At the present time, a single monthly subscription plan for the professional/sophisticated investor version is available. All subscribers can receive a free 7 day trial period; you may cancel at any time during the trial period without charge. The free version is available without subscription.
For the terms and conditions of use, see terms and conditions.
If there are any questions, please contact us.