IRS Form 3520-A
Preparation and Filing
FREE
when you purchase our Form 3520 preparation service
when you purchase our Form 3520 preparation service
- IRS Form 3520-A preparation (for U.S. owners of foreign trusts)
- Creation of the Foreign Grantor Trust Owner Statement
- Coordination with Form 3520 (if applicable)
- Timely filing to avoid the $10,000+ penalty
- Support for trustees, owners, or U.S. beneficiaries
Who is this for?
For U.S. persons who own a foreign trust
Form 3520-A is required only if you are a U.S. person treated as the owner of a foreign trust under the IRS’s grantor trust rules. This may apply if you set up or transferred assets to a foreign trust — even if the trust earns no income.
Failure to file Form 3520-A can result in a minimum $10,000 penalty per year.
We’ll prepare the full Form 3520-A package—including the owner statement required to attach to your personal tax return—and ensure everything is filed accurately and on time.
Best of all, this form is free when you use our Form 3520 preparation service.
Why 1040 Abroad?
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Frequently asked questions
When is Form 3520-A due?
It’s due March 15 each year, with an optional extension to September 15 if Form 7004 is filed before the deadline.
What’s the penalty for late filing?
The IRS imposes an automatic $10,000 penalty for late or missing Form 3520-A — even if no tax is due. This is why timely filing is absolutely essential.
Do you file it for me or just prepare it?
We can do both. We’ll prepare the form and, if you wish, file it with the IRS on your behalf so it’s submitted on time.
Is it included if I also need Form 3520?
Yes — if you use our Form 3520 preparation service, Form 3520-A is included at no extra cost when required.
