Hello,
I filed a final tax return for my deceased mother who passed on August 2021.
Questions:
a Court appointment of testate estate (valid will exists)
b Court appointment of intestate estate (no valid will exists)
c Court appointment as guardian or conservator
d Fiduciary of intestate estate
e Valid trust instrument and amendments
f Bankruptcy or assignment for the benefit or creditors
g Other. Describe
I tried calling the IRS for help with form 56 and the live person who was directing my call directed me to a recorded message that said the IRS does not answer questions on this form, use the website..... How's that for customer service....
Any guidance on this would sure be appreciated....
You should seek guidance from a local tax professional if the refund is substantial.
Otherwise, you can return the letter along with Form 56. You might also want to include a copy of the previously filed Form 1310.
You should seek guidance from a local tax professional if the refund is substantial.
Otherwise, you can return the letter along with Form 56. You might also want to include a copy of the previously filed Form 1310.
Also, you can use (g) and your description should suffice:
Named executor in a valid will for the deceased
You can also include your relationship.
Note: Expect the time for processing to be extended.
Did the line g solution work for you? Did you need to provide a copy of the will? I have a similar situation.
It did work eventually.... took a long time to get the refund. As best i recall I did not have to mail in a copy of the will.
Sorry for your loss.