form-3520
OfficialForm 3520 filing guidance for foreign trusts.
Authorjupid-tax
Version1.0.0
Installs0
System Documentation
What problem does it solve?
US persons dealing with foreign trusts and gift reporting often face complex, error-prone Form 3520 requirements. This Skill delivers a structured, audit-grade draft and workflow to ensure correct Part I–IV selections, proper data collection, currency translations, and coordination with Form 3520-A substitutes when a trust does not file its own return.
Core Features & Use Cases
- Comprehensive 3520 draft: Generates a complete Form 3520 draft for Parts I–IV, with cross-checks, thresholds, and translation notes.
- Part II coordination guidance: Advises when to attach substitute Form 3520-A and how to structure required beneficiary statements and trustee data.
- Validation & compliance guards: Includes consistency checks across parts, penalty considerations, and printing/filing prep.
Quick Start
Generate a ready-to-file Form 3520 draft using the provided trust and donor data.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: form-3520 Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-3520 Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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