Form preview

Get the free 2004 Form 3520-A. Annual Information Return of Foreign Trusts With U.S. Owner

Get Form
2 I.R.S. SPECIFICATIONS TO BE REMOVED BEFORE PRINTING INSTRUCTIONS TO PRINTERS FORM 3520A, PAGE 3 of 4 PRINTS: HEAD TO FOOT MARGINS: TOP 13 mm (12 “), CENTER SIDES. PAPER: WHITE, WRITING, SUB.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 2004 form 3520-a annual

Edit
Edit your 2004 form 3520-a annual form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 2004 form 3520-a annual form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 2004 form 3520-a annual online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Log in to your account. Start Free Trial and sign up a profile if you don't have one.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit 2004 form 3520-a annual. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 2004 form 3520-a annual

Illustration

How to fill out 2004 form 3520-a annual

01
Gather all necessary documents and information such as your personal information, tax identification number, and financial statements.
02
Download the 2004 form 3520-a annual from the official IRS website.
03
Read the instructions carefully to understand the requirements and obligations associated with the form.
04
Fill out the form systematically, providing accurate and complete information.
05
Attach any supporting documents, if required.
06
Review the form for any errors or omissions.
07
Sign and date the form.
08
Submit the completed form to the appropriate IRS address by the specified deadline.

Who needs 2004 form 3520-a annual?

01
US citizens or residents who are the grantor of a foreign trust, or who are treated as the owner of any portion of the assets of a foreign trust during the taxable year, need to fill out the 2004 form 3520-a annual.
02
Additionally, US persons who receive certain distributions from foreign trusts or who are responsible for reporting foreign trusts also need to file this form.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
42 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

When your 2004 form 3520-a annual is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.
Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your 2004 form 3520-a annual.
It's easy to make your eSignature with pdfFiller, and then you can sign your 2004 form 3520-a annual right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.
Form 3520-A is an annual information return required of foreign trusts with at least one U.S. beneficiary.
Any foreign trust with at least one U.S. beneficiary is required to file Form 3520-A.
Form 3520-A can be filled out by providing information about the trust, the U.S. beneficiaries, and any income and distributions.
The purpose of Form 3520-A is to report the income, distributions, and activities of a foreign trust to the IRS.
Information such as trust income, distributions, and details about the trust and beneficiaries must be reported on Form 3520-A.
Fill out your 2004 form 3520-a annual online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.