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Extension for trust electing to be treated as... Expand / Collapse
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Posted 12/16/2005 1:22:20 PM
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Decedent died 7/7/04. we will elect under Sec. 645 to treat trust as an estate, and file a first and final 1041 for the FYE 6/30/05.

Does the extension for this entity get filed on Form 2758 for an estate, or Form 8736 for a trust?

Thank you.

Post #3
Posted 12/16/2005 1:30:26 PM
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Laura,

I couldn't find anything official. But I would use the 2758 form. I figure that everything is supposed to be treated as if the trust is part of an estate.

Also, since this is a fiscal year, it would be strange to request extension for a trust on form 8736 and show a year end other than December.

bill

Post #4
Posted 12/16/2005 1:31:15 PM
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You definitely use the Form 2758. Also when applying for an ID number for such a trust, you need to say it's an estate.
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