Form 3520 and 3520-A, which together report interests in a foreign trust, are complex international forms with large penalties for non-compliance. This course reviews when these forms must be filed and how they are correctly completed.

Learning Objectives

  • Describe what taxpayers must file Form 3520 and/or Form 3520-A.
  • Understand how to accurately complete Form 3520 and/or Form 3520-A.
  • Identify when the recipient of a foreign gift or inheritance must file Form 3520 and how the Form 3520 is completed in that scenario.

Your registration includes 2 IRS CE as well as:

  • Downloadable course manual and implementation tools as appropriate. These materials are available for download when you log into the webinar.
  • The opportunity to listen to the optional presenter and the other members of the Compass Tax Educators instructional team during the optional question-and-answer session held during the original recording.


Prerequisite: None

Advanced Preparation: None

Program Level: Intermediate

IRS Program Number for Self-Study On-Demand Webinar: NMVBP-T-00159-20-S

Delivery Method: Self-study/On-demand

Field of Study: Federal Tax Law (IRS)

Credit hours: 2 IRS

Instructor: Mary Beth Lougen, EA, USTCP Click here to learn more about the instructor

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our education policies.

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