topic Re: Form 56 required? in Get your taxes done using TurboTax

Form 56 required?

Sentinel — Mon, 09 Mar 2026 07:22:22 GMT

I saw on the forum mention of a form 56 could be needed If a family member desires to file a final return for a deceased? If no court appointed rep, must form 56 be filed?

Thanks

Re: Form 56 required?

Mike9241 — Tue, 22 Mar 2022 17:24:54 GMT

from the form's instructions: Form 56 should be filed by a fiduciary to notify the IRS of the creation or termination of a fiduciary relationship under section 6903. For example, if you are acting as fiduciary for an individual, a decedent’s estate, or a trust, you may file Form 56.

Fiduciary. A fiduciary is any person in a position of confidence acting on behalf of any other person.

so you should file.

Re: Form 56 required?

MinhT1 — Tue, 22 Mar 2022 17:24:58 GMT

Yes, you can file a tax return for a deceased family member. You do not need form 56.

Please read this TurboTax Help topic for more information.