Affidavit Of Successor Trustee Form With Irs
Description
How to fill out Oklahoma Affidavit Of Succession Of Trustee?
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FAQ
The trust hasn't changed, just the trustee. To change the trustee, you need to submit IRS form 8822-B, "Change of Address or Responsible Party" naming yourself as the New responsible party.
File Form 56 at Internal Revenue Service Center where the person for whom you are acting is required to file tax returns. If you wish to receive tax notices for more than one form and one of the forms is Form 1040, file Form 56 with the IRS center where the person for whom you are acting is required to file Form 1040.
Form 56, Notice Concerning Fiduciary Relationship, cannot be e-filed with the 1040 return. It must be transmitted separately. Form 56 can only be filed from the current year software.
If you are a guardian, trustee, administrator, or another person responsible for a decedent's estate, you are required to file Form 56. If there are multiple trustees for one estate, each trustee will be required to file IRS Form 56.
The successor trustee should file a Form 56, Notice of Fiduciary Relationship, with IRS to advise that the trust maker has passed away, and the successor trustee will be filing future tax returns.