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diane5
Level 1
September 10, 2020
Question

How do you attach a Form 56 PDF to a 1041 Return?

  • September 10, 2020
  • 2 replies
  • 44 views
1041 2018 return do not see anyplace where you can attach the PDF signed Form 56
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2 replies

itonewbie
itonewbie
Level 15
September 10, 2020

To search for an input, the simplest to do is to type in keywords in the Search box in the left panel.  You'd then be given different options.  You can try typing in 56 in your case.

The input screen for Form 56 is under Misc. Form > Notice Concerning Fiduciary Relationship (56).  Check the box for Print with tax return, make the relevant input underneath, and the form will be printed with the F.1041.

---------------------------------------------------------------------------------Still an AllStar
    BobKamman
    BobKamman
    Level 15
    September 10, 2020

    Are you sure IRS wants them attached?  Form 56 is the equivalent of a Form 2848, although not always processed at the same location.  In most cases it should have been filed before a tax return is needed.  

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