1040-US: Displaying a trustee's information throughout Form 3520-A

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Question

What data entry is required to display a trustee’s information throughout Form 3520-A?

Answer

When preparing Form 3520-A, data entry is required in Screen 3520, in the Separate Filings folder.

In the Trustee statement dialog, enter X in the 3520-A Trustee column to include that trustee’s information throughout Form 3520-A. The tax application only displays the first trustee with this column marked on Form 3520-A.

Related topic: Form 3520 - Foreign Trust Transactions FAQs (1040)

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