If I was appointed Successor Trustee of my deceased Mother's Trust during 2015, do I need to file form 8822-B with form 1041 to report the change in Trustee?
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1 Best answer
Anonymous_
Level 15
Jun 4, 2019 3:49:53 PM
"do I need to file form 8822-B with form 1041 to report the change in Trustee?"
You should file Form 8822-B, primarily to notify the IRS of any change of address, and Form 56 in this instance.
1 Replies
Anonymous_
Level 15
Jun 4, 2019 3:49:53 PM
"do I need to file form 8822-B with form 1041 to report the change in Trustee?"
You should file Form 8822-B, primarily to notify the IRS of any change of address, and Form 56 in this instance.