3520-A due date

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GlobalCitizen
Posts: 41
Joined: Sat Jan 03, 2015 8:58 pm

3520-A due date

Post by GlobalCitizen »

I am refreshing my knowledge of 3520/3520A forms.

There seems to be a slight discrepancy in the due dates, but would the following understanding be correct:

- 3520-A is due March 15 unless a 7004 is filed to extend it.

- 3520 is due with the tax return.

- If you file a substitute 3520A with the 3520, it is due at the same time as form 1040.

- A normal 1040 extension does not allow for a late 3520-A.

- However, if the tax extension for a 1040 has been properly applied for, you could file Form 3520 before the October deadline and include a substitute 3520-A.Therefore, even without the 7004 extension, a normal tax return extension should be good enough. Am I right?
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