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    tagteam
    Level 15
    Level 15
    posted
    ‎May 31, 2019 11:22 AM
    last updated ‎May 31, 2019 11:23 AM

    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
    Level 15
    ‎May 31, 2019 11:24 AM

    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
    Level 15
    ‎May 31, 2019 11:24 AM

    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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