Solved: 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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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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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?

"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.

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Level 15

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?

"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.

View solution in original post

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