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Level 4
April 16, 2024
Question

Is form 8498 required if filing a FINAL estate short period return?

  • April 16, 2024
  • 1 reply
  • 2 views

I efiled a 2023 Fiduciary return for this estate and am now ready to file the FINAL estate short period (1/1/24-4/30/24) return.  I do not want to wait until the 2024 forms are out so am using the 2023 forms.  I know I can't efile this short period return but am I required to file Form 8498 (explanation for not filing electronically) with this return?  Thanks!

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    1 reply

    George4Tacks
    Level 15
    May 2, 2024

    yes

    Answers are easy. Questions are hard!
    IRonMaN
    Level 15
    May 2, 2024

    But does anyone know how long of a prison sentence you would receive for not including the form under those circumstances? 😀

    Slava Ukraini!