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March 2017 International Tax Lunch: How to Report an Accumulation Distribution from a Foreign Nongrantor Trust

How to Report an Accumulation Distribution from a Foreign Nongrantor Trust

In this month’s International Tax Lunch, Phil will walk you through the preparation of an income tax return for a U.S. beneficiary of a foreign nongrantor trust. You will learn how how to identify a trust distribution, then how to prepare Form 3520 and Form 4970, and where the numbers go on the beneficiary’s Form 1040.

Presenter: Phil Hodgen