Form 56

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  • rwm221
    Senior Member
    • Feb 2018
    • 106

    #1

    Form 56

    I have a client whose brother died and she was appointed executor to the estate by the court. Does she need to file a form 56?
  • TAXNJ
    Senior Member
    • Jan 2007
    • 2106

    #2

    See TTB 21-4:
    Form 56 Notice Concerning Fiduciary Relationship File a separate Form 56 for the fiduciary filing the decedent’s final Form 1040 and for the fiduciary of the decedent’s estate, even if the same fiduciary is handling both. As soon as all necessary information is available. Page 21-7
    Always cite your source for support to defend your opinion

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