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Form 8855 is used by the trustees of a qualified revocable trust (QRT) and the executor of the related estate to make a section 645 election, allowing the QRT to be treated and taxed as part of its related estate during the election period. The form includes detailed instructions on how to complete the election, the responsibilities of the executor and trustee, and information on filing requirements and deadlines.
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How to fill out form 8855
How to fill out form 8855
01
Obtain a copy of Form 8855 from the IRS website or your tax professional.
02
Complete your personal identification information in Part I, including your name, address, and Social Security number.
03
Indicate the tax year for which the form is being filled out.
04
In Part II, provide details regarding your transferor entity, including its name, address, and taxpayer identification number.
05
Fill out Part III if applicable, providing information about the transferor's tax situation.
06
In Part IV, describe the assets transferred and ensure accurate valuation.
07
Review all information for accuracy and completeness.
08
Sign and date the form at the end.
09
Submit the form according to the IRS submission guidelines, typically along with your income tax return.
Who needs form 8855?
01
Individuals who are transferring property to a S corporation and want to elect to treat the transfer as a tax-free event under IRC Section 351.
02
Shareholders of an S corporation who are making certain elections relating to the taxation of property transfers.
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What is form 8855?
Form 8855 is the Election to Treat a Qualified Revocable Trust as Part of an Estate, used for making an election to treat a qualified revocable trust as part of the estate of the deceased for federal tax purposes.
Who is required to file form 8855?
The executor or administrator of an estate is required to file Form 8855 if the estate includes a qualified revocable trust.
How to fill out form 8855?
To fill out Form 8855, you need to provide information about the decedent, the trust, and the executor, as well as sign the form under penalties of perjury and attach it to the estate's tax return.
What is the purpose of form 8855?
The purpose of Form 8855 is to allow the trust and the estate to be treated as a single entity for tax purposes, simplifying tax reporting for the estate.
What information must be reported on form 8855?
Form 8855 requires information such as the name and address of the decedent, the name of the trust, the date the trust was created, and details about the executor.
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