Form 56 Notice Concerning Fiduciary Relationship is available in TurboTax Business, although you will need to manually complete the form.
- Open your return and click the Forms icon in the TurboTax header.
- Above the list of Forms in My Return on the left, click Open Form.
- Search for "56" then click the complete form name when it appears.
- Click the Open Form button to open the form in the large window.
- Enter the necessary information. Note that the Fiduciary information that is pre-filled comes from the Information Worksheet Part I, as entered under General Info >> About Your Trust or Estate in the step-by-step interview.
- If you wish to delete Form 8822-B, find the form in the forms list, click to open, then click the Delete Form button under the open form.
- When you're finished, click Step-by-Step in the header to return to the main screens.
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