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Form 56, Notice Concerning Fiduciary Relationship, cannot be e-filed with the 1040 return. It must be transmitted separately. Form 56 can only be filed from the current year software.
Where do I file form 56?
File Form 56 at Internal Revenue Service Center where the person for whom you are acting is required to file tax returns. If you wish to receive tax notices for more than one form and one of the forms is Form 1040, file Form 56 with the IRS center where the person for whom you are acting is required to file Form 1040.
Does a successor trustee need to file form 56?
The successor trustee should file a Form 56, Notice of Fiduciary Relationship, with IRS to advise that the trust maker has passed away, and the successor trustee will be filing future tax returns.
What can you do with form 56?
You may use Form 56 to: Provide notification to the IRS of the creation or termination of a fiduciary relationship under section 6903. Give notice of qualification under section 6036.
Where do I mail my IRS form 2848?
Generally, mail or fax Form 2848 directly to the Centralized Authorization File (CAF) Unit at the service center where the related return was, or will be, filed. To find the service center address, see the related tax return instructions. To get the fax number, call 1-800-829-1040.
Deadline: Should be filed with the decedents final 1040 and/or initial Form 1041. Key points: If you are acting as executor of an individuals filing or as the executor of the estate, you will need to fill a Form 56 for each. Form 56 should be filed with each return.
Related links
Form 7018-A (Rev. 11-2003)
Instructions. Enter the quantity next to the form you are ordering. Please order the number of forms needed, not the number of sheets. Note: None.
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