Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Is form 8498 required if filing a FINAL estate short period return?

Level 3

I efiled a 2023 Fiduciary return for this estate and am now ready to file the FINAL estate short period (1/1/24-4/30/24) return.  I do not want to wait until the 2024 forms are out so am using the 2023 forms.  I know I can't efile this short period return but am I required to file Form 8498 (explanation for not filing electronically) with this return?  Thanks!

0 Cheers
2 Comments 2
Level 15


Here's wishing you many Happy Returns
Level 15

But does anyone know how long of a prison sentence you would receive for not including the form under those circumstances?😀

Slava Ukraini!