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....
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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.
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.
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