My father passed away in 2020. He retired from University of Califonia (UC). UC retirement administration center required me to submit form56 in order to provide 1099-R to me.
I have the following questions regards to form56
1. Under Part I Identification - There is a Identifying number section, I am not sure what number I should use here. I received a EIN number from IRS for my dad's estate, should I enter EIN number as identifying number?
2. Under Section B - Nature of Liability and Tax Notices
3. Type of Tax - I selected income, Estate
4. Federal tax form number (check all that apply):
e. 1040 or 1040 SR,
f. 1041,
h. other - I entered 1099-R
Could you let me know if my entry on form 56 is correct?
If you have additional suggestions, please let me know.
