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April 11, 2025
Question

Can TT help to complete a F 3520 and 3520-A?

  • April 11, 2025
  • 1 reply
  • 0 views

I have dual citizenship: Canadian and American, leaving in Canada. I have filed my FBAR annually. I have a Tax Free Saving account that seems to be managed as a " financial trust" for the US filing purposes. I have been told to complete a F3530 and F3520-A. Can TT advisor helps to complete those forms? What is the complexity with these forms?

 

Thanks

    1 reply

    April 24, 2025

    Forms F3520 and F3520-A are filed separately from your tax return and are therefor not supported in the TurboTax program.

     

    They don't seem super complex.  If you can file an FBAR you should be able to do both of them.

     

    Here is a link to them.

     

    @Bisso Steve 

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