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Level 4

Solved

Form 56 required?

Forum|Forum|4 years ago
March 22, 2022
2 replies
16 views

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

Not A Product Question

Best answer by MinhT1

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.

Level 15

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.

Mike9241

MinhT1Answer

Level 15

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.

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