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Returning Member
posted May 7, 2022 2:01:24 PM

Form 56

Filling out form 56 for intestate estate. I am PR.

 

 

1.  What to put for decedent name ?

 

Do I put just the name, or do I put the name as show in EIN paperwork (with ESTATE) after the name.

 

2.  Also what for fiduciary name?

My name or 

My name PER REP as show on EIN paperwork?

 

3.  Also if doing just a 1041, do I put just EIN for identifying number or both EIN + SSN?   At the top of the form 56? 

 

We should not be doing a form 706. And the instructions for form 56 didn't specify what to put for just 1041.

 

 

 

 

 

 

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2 Replies
Level 15
May 7, 2022 2:21:35 PM

You have more than one post on this subject, so you might wish to seek local professional assistance.

Returning Member
May 7, 2022 2:25:39 PM

I was hoping that someone had already filled out a form 56 before and would be able to advise on what to put at the top based on their experience