Just wondering what everyone does when submitting these forms.
1) Do you mail them together [in separate envelopes] by March 15?
2) Or do you mail form 3520-A first and then mail form 3520 at the same time as your form 1040?
3) Others?
For me, it's: #2
SURVEY: When do you submit your forms 3520 and 3520-A?
Moderator: Mark T Serbinski CA CPA
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I'll bite .. this year, I will likely send the 3520 and 3520-A for each trust together to Ogden, and then put all of the separate envelopes in a bigger ExpressPost envelope. I'm basically done with it, so I want them out of my sight as soon as I am confident they are OK. Probalby mid-February is my delivery date.
Not a professional opinion.