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tagteam
Level 15

If I was appointed Successor Trustee of an irrevocable trust, do I need to file form 8822-B with form 1041 to report the change in Trustee?

 
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tagteam
Level 15

If I was appointed Successor Trustee of an irrevocable trust, do I need to file form 8822-B with form 1041 to report the change in Trustee?

Yes. You should file Form 8822-B, primarily to notify the IRS of any change of address, and also file Form 56 in this instance.

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tagteam
Level 15

If I was appointed Successor Trustee of an irrevocable trust, do I need to file form 8822-B with form 1041 to report the change in Trustee?

Yes. You should file Form 8822-B, primarily to notify the IRS of any change of address, and also file Form 56 in this instance.

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