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Individual Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Single and Joint Filers With No Dependents
Employee's Withholding Allowance Certificate


Request for Transcript of Tax Returns
Employer's Quarterly Federal Tax Return
Installment Agreement Request
Wage and Tax Statement

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SOI Tax Stats - Foreign Trusts

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Data are taken from:

  • Form 3520 - Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
  • Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner

Data are for foreign trusts that have U.S. persons as grantors, transferors, or beneficiaries.

Metadata on SOI Tax Stats - Foreign Trusts

Statistics are also available for Split-Interest Trusts.


Statistical Tables

The following tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.

Forms 3520 With Gratuitous Transfers
Data Presented:

Number, Total, and Average Transfer Values

    Classified by:

Country Where Trust Was Created

     Tax Years: 2010   2006    2002    1998


Forms 3520 With Non-Grantor Trust Distributions
     Data Presented:

Number and Value of Distributions

     Classified by:

Country of Foreign Trust

     Tax Years: 2010   2006    2002    1998


Forms 3520-A, Foreign Trusts with a U.S. Owner
     Data Presented:

Income, Expense, and Balance Sheet Items

     Classified by:

Size of Net Income or Deficit

     Tax Years: 2014  2010   2006    2002    1998


     Classified by:

Country of Trust or Trustee

     Tax Years: 2010   2006    2002    1998


SOI Bulletin Articles

The following are available as PDF files.  A free Adobe® reader is available for download, if needed.

  • Foreign Trusts

              2006     2002     1998



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