icalgin
Level 2

should a form 56 be filed for decedent as well as decedent's trust

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sjrcpa
Level 15

I haven't bothered with Form 56 for years. Seems to be another piece of paper to mail and have it go into oblivion/trailers.

Others may disagree.


The more I know the more I don’t know.
BobKamman
Level 15

Much like a Form 3115.  But professional fiduciaries (or tax professionals occasionally serving as fiduciaries) should probably do it, because they should be held to a higher standard.  

sjrcpa
Level 15

I file 3115s when needed. 

I agree professional fiduciaries should file the 56.


The more I know the more I don’t know.

View solution in original post

icalgin
Level 2

So I shouldn't get an error message if a form 56 is not included with 1041??

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sjrcpa
Level 15

There's probably a Diagnostic, which can be ignored.


The more I know the more I don’t know.
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icalgin
Level 2

Thank you

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