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Federal input screens

Screen 56 - Notice Concerning Fiduciary Relationship (1040)

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Form 56 General Information & Authority

T, S
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.
SSN/EIN
Enter the identification number of the person for whom you are acting.
note
When the
Require a password to display SSNs
 box is marked in the
Setup
,
Security
,
Security Configuration
 tab, the Social Security number will show as "###-##-####."
Decedent's SSN
If acting on behalf of a decedent, enter the decedent's Social Security number as shown on their Form 1040.
note
When the
Require a password to display SSNs
 box is marked in the
Setup
,
Security
,
Security Configuration
 tab, the Social Security number will show as "###-##-####."
Address of person for whom you are acting
Enter the address of the person for whom you are acting. Include the suite, room, or other unit number after the street address.
Fiduciary name
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.
Address of fiduciary
Enter the address of the fiduciary filing Form 56 if different from the address entered in the
1040
 screen.
Telephone number
Enter the telephone number if different from the home/evening telephone number entered in the
1040
 screen.
Authority for fiduciary relationship
Select the code in this field from the list of available options to indicate the authority for the fiduciary relationship.
If a or b, enter date of death
Enter the decedent's date of death if code
a
 or code
b
 is selected in
Authority for fiduciary relationship
.
If c through f, enter the date of appointment...
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
.
If f, Other description
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.
Form 56 IRS Service Center
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

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

Assignment for the benefit of creditors asset / disposition information
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.
Title, if applicable
Enter a title describing the fiduciary's role (e.g., assignee, executor, guardian, trustee, or personal representative).

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