InstantForum.NET v4.1.4California Society of CPAshttp://forums.calcpa.org/forums@calcpa.orgFri, 19 Mar 2010 01:00:24 GMT20http://forums.calcpa.org/Topic221-2-1.aspxI recently had the same situation. The trustee had the form returned asking for the date of the appointment as executor.</P><P>We then entered the date of death on the theory that since the trustee had control of all of the assets as of the date of death, he is considered the executor for purposes of Form 706.</P><P>Before Form 8855 was released, there was no question when we attached all of the information and made a 645 election on Form 1041. Previous to this one, I had been attaching Form 8855 to the Form 1041. The one that was bounced was the first one I ever had a trustee file separately.Thu, 05 Oct 2006 11:51:15 GMTMary Kay Fosshttp://forums.calcpa.org/Topic221-2-1.aspxI've done two Form 8855s where no executor was appointed. I had the trustee sign on page 1 in the spot for executor as "filing trustee" and on page 2 as trustee of the qualified revocable trust. for the date of appointment on page 1, I put the date the successor trustee took over responsibility for the trust which, in my cases, was the date of death of the grantor.Wed, 04 Oct 2006 10:31:52 GMTCarol Ach