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Returning Member
posted Apr 4, 2022 7:38:03 AM

Do I need to file form 56 on a decendent return?

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1 Best answer
Level 15
Apr 4, 2022 7:52:14 AM

Yes, that would be the best and proper approach.

 

See https://www.irs.gov/instructions/i56#idm139826519250800

2 Replies
Level 15
Apr 4, 2022 7:52:14 AM

Yes, that would be the best and proper approach.

 

See https://www.irs.gov/instructions/i56#idm139826519250800

Expert Alumni
Apr 4, 2022 7:53:14 AM

Yes, according to the Form 56 instructions, you will need to file one on a decedents return. 

 

"Form 56 should be filed by a fiduciary (see Definitions below) 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"