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Federal input screens

Screen 56 - Notice Concerning Fiduciary Relationship (1040)

Form 56 General Information & Authority

If the taxpayer is filing as the fiduciary, enter
T
. If the spouse is filing as the fiduciary, enter
S
. If someone other than the taxpayer or spouse is filing as the fiduciary, enter the fiduciary's name in
Fiduciary name
 in the
56
 screen.
Enter the identification number of the person for whom you are acting.
If acting on behalf of a decedent, enter the decedent's Social Security number as shown on their Form 1040.
Enter the address of the person for whom you are acting. Include the suite, room, or other unit number after the street address.
The application updates this field with the taxpayer's or spouse's name based on the entry in
T, S
 on the
56
 screen. If someone other than the taxpayer or spouse is acting as the fiduciary, enter that person's name.
Enter the address of the fiduciary filing Form 56 if different from the address entered in the
1040
 screen.
Enter the telephone number if different from the home/evening telephone number entered in the
1040
 screen.
Select the code in this field from the list of available options to indicate the authority for the fiduciary relationship.
Enter the decedent's date of death if code
a
 or code
b
 is selected in
Authority for fiduciary relationship
.
Enter the date the fiduciary was appointed or took possession of the decedent's assets if one of codes
c
 through
f
 are selected in
Authority for fiduciary relationship
.
Enter a description of the other authority for the fiduciary if code
f
 is selected in
Authority for fiduciary relationship
. If code
f
 is not selected, data entered in this statement will not be used on Form 56.
Enter the IRS service center address that corresponds with the filing address of the person for whom the fiduciary is acting. This address is used in the form filing instructions.

Nature of Liabilities and Tax Notices

Use these fields to indicate the type of tax, tax form number, year(s) or period(s) covered, and other information relating to notices and written communications involving the fiduciary.

Court and Administrative Proceedings

Enter a description of the assets assigned for the benefit of creditors. Include an explanation for action(s) to be taken regarding the assets listed.

Signature

Use this section to complete Form 56, Part III.
Enter a title describing the fiduciary's role (e.g., assignee, executor, guardian, trustee, or personal representative).
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