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Level 2
posted Mar 22, 2022 10:03:46 AM

Form 56 required?

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

0 2 3696
1 Best answer
Expert Alumni
Mar 22, 2022 10:24:58 AM

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.

2 Replies
Level 15
Mar 22, 2022 10:24:54 AM

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.

 

Expert Alumni
Mar 22, 2022 10:24:58 AM

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.