Form 3520-A - Annual Information Return Of Foreign Trust With A U.s. Owner - 2014 Page 2
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42
Form 3520-A (2014)
Page
Part II
Foreign Trust Income Statement
Enter totals from books and records of foreign trust (see instructions).
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Interest
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Dividends
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Gross rents and royalties .
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Income (loss) from partnerships and fiduciaries
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Capital gains:
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Net short-term capital gain (loss) .
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b
Net long-term capital gain (loss) .
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Ordinary gains (losses) .
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Other income (attach statement) .
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Total income (add lines 1 through 7) .
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Interest expense
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10a
Foreign taxes (attach statement) .
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b
State and local taxes
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11
Amortization and depreciation (depletion)
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Trustee and advisor fees .
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Charitable contributions
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14
Other expenses (attach statement)
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Total expenses (add lines 9 through 14) .
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15
Net income (loss) (subtract line 15 from line 8) .
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16
17a
Enter the fair market value (FMV) of total distributions from the trust to all persons, whether U.S. or foreign .
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Distributions to U.S. owners:
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(i) Name of owner
(ii) Identification number
(iii) Date of distribution
(iv) FMV
c
Distributions to U.S. beneficiaries:
(i) Name of beneficiary
(ii) Identification number
(iii) Date of distribution
(iv) FMV
Foreign Trust Balance Sheet
Part III
Beginning of Tax Year
End of Tax Year
Assets
(a)
(b)
(c)
(d)
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Cash
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2
Accounts receivable .
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3
Mortgages and notes receivable
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4
Inventories .
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Government obligations .
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Other marketable securities .
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Other nonmarketable securities .
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8a
Depreciable (depletable) assets .
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b
Less: accumulated depreciation (depletion)
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Real property .
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10
Other assets (attach statement) .
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11
Total assets
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Liabilities
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Accounts payable .
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13
Contributions, gifts, grants, etc., payable .
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14
Mortgages and notes payable
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15
Other liabilities (attach statement) .
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16
Total liabilities .
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Net Worth
17
Contributions to trust corpus
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18
Accumulated trust income
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19
Other (attach statement) .
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20
Total net worth (add lines 17 through 19) .
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Total liabilities and net worth (add lines 16 and 20)
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3520-A
Form
(2014)
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