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Ication Name of person for whom you are acting (as shown on the tax return) Identifying number Decedent s social security no. Address of person for whom you are acting (number, street, and room or suite no.) City or town, state, and ZIP code (If a foreign address, see instructions.) Fiduciary s name Address of fiduciary (number, street, and room or suite no.) City or town, state, and ZIP code Telephone number (optional) ( ) Authority Part II 1 Authority for fiduciary relationshi.
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B--Partial FAQ
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Form 56 is filed with the IRS at the beginning and end of a fiduciary relationship — one where one person is responsible for the assets of another. Form 56 must also be filed whenever a fiduciary relationship changes.
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The personal representative is responsible for filing any final individual income tax return(s) and the estate tax return of the decedent when due. You may need to file Form 56, Notice Concerning Fiduciary Relationship to notify the IRS of the existence of a fiduciary relationship.
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Form 56 is filed with the IRS at the beginning and end of a fiduciary relationship — one where one person is responsible for the assets of another.
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Deadline: Should be filed with the decedent's final 1040 and/or initial Form 1041. Key points: If you are acting as executor of an individual's filing or as the executor of the estate, you will need to fill a Form 56 for each. Form 56 should be filed with each return.
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Use Form 56-F to notify the IRS of a fiduciary relationship only if that relationship is with respect to a financial institution (such as a bank or a thrift).
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Keywords relevant to What Version Of Form 56 Currenty In Use Rev 2011 Or Rev 1997
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