Form 3520 and 3520-A for Foreign Pensions and Trusts

Come join us at our office in Pasadena as Haoshen Zhong presents this month’s tax lunch on Form 3520 and 3520-A. Feel free to stay after the presentation and ask questions regarding the topic, and to meet our team members as well.

Lunch and good company will be provided!

Who: Haoshen Zhong, Attorney

What: The IRS expects U.S. citizens and residents to report their transactions and relationships to foreign trusts on Form 3520. They are required to report ownership in foreign trusts on Form 3520-A. Most foreign pension plans are treated like foreign trusts and are subject to the same reporting and tax requirements. This session discusses briefly how foreign trusts are taxed and reported, using an example of a U.S. citizen employed abroad with a pension plan.

When: Friday, March 13 at 12:00PM Pacific Time

Where: HodgenLaw PC

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