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IRS 56 2015 free printable template

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Form Rev. December 2015 Department of the Treasury Internal Revenue Service Notice Concerning Fiduciary Relationship OMB No. 1545-0013 Information about Form 56 and its separate instructions is at www.irs.gov/form56. Describe f 2a If box 1a or 1b is checked enter the date of death b If box 1c 1f is checked enter the date of appointment taking office or assignment or transfer of assets Section B. Nature of Liability and Tax Notices Type of taxes check all that apply Excise Federal tax form...
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How to fill out IRS 56

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How to fill out IRS 56

01
Obtain IRS Form 56 from the IRS website or through a tax professional.
02
Fill in your name, address, and taxpayer identification number (TIN) in the appropriate fields.
03
Indicate the name, address, and TIN of the person for whom you are acting.
04
Specify the nature of the fiduciary relationship in the designated section (e.g., executor, trustee).
05
Provide the date the fiduciary relationship began and, if applicable, the date it ended.
06
If there are additional fiduciaries, include their information as needed.
07
Sign and date the form to certify the information is true and accurate.
08
Submit the form to the appropriate IRS office as indicated in the instructions.

Who needs IRS 56?

01
Fiduciaries such as executors, administrators, or trustees who manage the estate or property of another person.
02
Anyone who is responsible for handling the tax matters of a decedent or for a trust.
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People Also Ask about

An individual or entity that is willing to accept fiduciary responsibility for tax matters must file an IRS Form 56, Notice Concerning Fiduciary Relationship to be able to act as the taxpayer with the IRS.
Purpose of Form 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.
If you are a guardian, trustee, administrator, or another person responsible for a decedent's estate, you are required to file Form 56. If there are multiple trustees for one estate, each trustee will be required to file IRS Form 56. A single Form 56 only establishes one relationship between a trustee and an estate.
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.
Use Form 56-F to notify the IRS of a fiduciary relationship only if that relationship is with respect to a financial institution (such as a bank or a thrift).
An individual or entity that is willing to accept fiduciary responsibility for tax matters must file an IRS Form 56, Notice Concerning Fiduciary Relationship to be able to act as the taxpayer with the IRS.

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