Filing IRS Form 3520
Built for CPAs, EAs & Tax Professionals
Designed for CPAs, enrolled agents (EAs), and other tax professionals. Prepare foreign trust transfers, ownership, distributions, and foreign gifts in one workspace. Parts I–IV are supported, with draft PDFs, workpapers, print-and-mail packages, and optional client e-signatures. Part III Schedule C (accumulation distributions) supports tax year 2025.
Agena Software provides tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. You supply the professional judgment and review every return. Service terms and limitations.
Did you receive gifts or bequests exceeding $100,000 from a foreign individual or foreign estate during the selected tax year?
The IRS requires detailed listing of each gift exceeding $5,000 when the total aggregate foreign gifts exceed $100,000.
Live IRS Form 3520 Preview
Populates supported Part IV fields for preparer review
Preparation With a Review Step
Review donor classifications, related-party groupings, currency conversions, and required statements before creating a filing package. Software validation does not replace professional judgment.
Seamless 4-Step Process
How It Works
From direct preparer entry to a Form 3520 package reviewed by you.
Enter Client Information
Work through client information, donors, and gifts in any order. Save drafts and return to them later. Optional client invitations will follow in a later release.
Instant Form 3520 Generation
Generate draft Form 3520 pages for the selected Parts I–IV, with continuation statements and workpapers. Review the output and add required external documents before filing. Part III Schedule C is available for 2023 through 2025.
FX Rates & Logic Check
Supply the reviewed exchange rate and supporting evidence. The software calculates USD amounts and checks configured thresholds and required answers.
Sign, Print & Mail
Download the form and statements, workpapers, and a mailing checklist. Clients can sign electronically on any device, with no account needed, or print and sign by hand. E-signatures go on the IRS form, with a certificate for your file. The signed return is mailed to the IRS.
Professional Preparation Workflows
Tailored For Cross-Border Situations
Foreign Gifts & Inheritances
Document clients’ foreign gifts and inheritances for Part IV, including a domestic trust’s own Part IV when the trust receives gifts from foreign persons and no one is treated as its owner. The preparer determines reporting obligations, donor classifications, and applicable exceptions.
Foreign Trust Beneficiaries
Prepare foreign-trust transfers (Part I), ownership (Part II), and distributions (Part III), including the Schedule A, B and C calculations. Supported individual and executor scenarios include validation and PDF output.
Expats & Dual Citizens
Support your preparation work for U.S. clients living abroad or with cross-border gifts and trust transactions. Determine each client’s filing obligations independently.
Ready to File Form 3520 with Confidence?
Bring your professional analysis to a dedicated Form 3520 preparation workspace. Review the supported scope and prepare your first return.
Drafting, validation and a sample preview are free. You pay only when you approve a return and create its filing package.