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 available for testing, with draft PDFs, workpapers, and print-and-mail packages. Part III awaits further tax review; its Schedule C supports 2025 only.
CrossBorderFiler 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. Independent tax review of this pilot remains pending.
Seamless 4-Step Process
How CrossBorderFiler 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 limited to 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.
Print & Mail Instructions
Download the form and required statements, separate preparation workpapers, and a mailing checklist. The taxpayer and paid preparer complete the required signatures.
Professional Preparation Workflows
Tailored For Cross-Border Situations
Foreign Gifts & Inheritances
Document clients’ foreign gifts and inheritances for Part IV. The preparer determines reporting obligations, donor classifications, and applicable exceptions.
Foreign Trust Beneficiaries
Test foreign-trust transfers (Part I), ownership (Part II), and distributions (Part III). Supported individual-filer scenarios include validation and PDF output; Part III calculations await further tax review.
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 test with synthetic client data.