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    IRS form 56

    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 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

    6 Comments 6
    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.
    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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