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Future of professionals report 2025
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Beneficiary Information > Federal tab > Form 3520-A Information dialog
Use this dialog to enter owner and beneficiary information for Form 3520-A.
note
This dialog is only available if the entity type on the 1041 Screen is
Grantor trust
.Fields & buttons
All persons box
Enter the fair market value and date of distribution from the trust to complete Form 3520-A, Page 2, Part II.
U.S. Owners box
Enter information to complete Form 3520-A, Foreign Grantor Trust Owner Statement if the beneficiary is considered a U.S. owner of the foreign trust. If the beneficiary is both a U.S. owner and a U.S. beneficiary, enter information in both sections.
U.S. Beneficiaries box
Enter information to complete Form 3520-A, Foreign Grantor Trust Beneficiary Statement if the beneficiary is considered a U.S. beneficiary of the foreign trust. If the beneficiary is both a U.S. owner and U.S. beneficiary, enter information in both sections.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1041 Fiduciary