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Filling out IRS Form 56 (Rev. December 2019) can be straightforward with the right guidance. This form is essential for notifying the IRS of a fiduciary relationship, and using our platform makes the process efficient and user-friendly.

Follow the steps to complete Form 56 effortlessly.

  1. Begin by signing up or logging into our editor. This will allow you to access and edit your documents seamlessly.
  2. Click ‘Get Form’ to open Form 56 in the editor. You can easily import it from your Google Drive or upload it directly.
  3. In Part I, fill in the identification section with the name, social security number, and address of the person for whom you are acting. Ensure accuracy as this information is crucial.
  4. Proceed to Section A under Authority. Check the applicable box that describes your authority as a fiduciary and provide relevant dates where required.
  5. In Section B, indicate the type of taxes involved by checking all that apply. Be thorough in listing any federal tax form numbers relevant to your situation.
  6. Complete Part II if applicable, indicating any revocation or termination of prior notices concerning fiduciary relationships.
  7. Finally, review all sections for completeness and accuracy before signing at the bottom of the form. You can then print, download, or share your completed document directly from our platform.

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Late or delayed filing: Form 56 must be filed within 90 days of the fiduciary relationship being established. Failing to file the form in a timely manner can result in penalties or other complications. Therefore, its important to be aware of the deadline and submit the form promptly.
Form 56 is used to notify the IRS of the creation or termination of a fiduciary relationship under section 6903 and provide the qualification for the fiduciary relationship under section 6036. CAUTION! Form 56 cannot be used to update the last known address of the person, business, or entity for whom you are acting.
Form 56, which notifies the IRS that the surviving spouse or executor has taken over the decedents affairs. Or, a copy of a letter from the court that grants the personal representative of the deceased the authority to manage his or her affairs, called the Letters Testamentary.
Executor of an Estate: If you are handling the tax matters of a deceased persons estate, you must file Form 56. Trustee of a Trust: If you are managing a trust, you need to file this form. Guardian of an Individual: If you are appointed as a guardian, you must notify the IRS using this form.
Qualifying Surviving Spouse Filing Status Taxpayers who do not remarry in the year their spouse dies can file jointly with the deceased spouse. For the two years following the year of death, the surviving spouse may be able to use the Qualifying Surviving Spouse filing status.
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Form 56 should be filed by a fiduciary (see Definitions below) 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 decedents estate, or a trust, you may file Form 56.

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