California Society of CPAs
Home       Members    Calendar    Who's On
Welcome Guest ( Login | Register )
        



Form 56 Expand / Collapse
Author
Message
Posted 3/25/2009 10:41:33 AM
Member

MemberMemberMemberMemberMemberMemberMemberMember

Group: Forum Members
Last Login: 3/25/2009 11:04:06 AM
Posts: 1, Visits: 2
Hello -

I am completing a final 1040 for my deceased Grandmother.  Although we have set up a estate tax id, it is not likely we will have to do a return with it, as the estate earnings will be under $600.  The 1040 is just for income before she passed.

For purposes of form 56 that will be attached to the 1040, do I need to do two forms, one for Grandma and one for the Estate, or can I just do one for Grandma?  If just Grandma, do I even need to put in the estate tax id as the identifying number, or should I just enter in her SSN as the identifying number?

thanks!

Post #741
Posted 3/28/2009 7:54:15 AM


Member

MemberMemberMemberMemberMemberMemberMemberMember

Group: Forum Members
Last Login: 1/3/2012 10:46:42 AM
Posts: 42, Visits: 787
I think it is appropriate to have one Form 56, to make clear that the person signing the form 1040 has authority, and what the authorizing document is.

Bill Downs,CPA
Sherman Oaks, CA

lizf (3/25/2009)
Hello -

I am completinga final 1040 formy deceased Grandmother. Although we have set up a estate tax id, it is not likely we will have to do a return with it, as the estate earnings will be under $600. The 1040is just for incomebefore she passed.

For purposes of form 56 that will be attached to the 1040, do I need to do two forms, one for Grandma and one for the Estate, or can I just do one for Grandma? If just Grandma, do I even need to put in the estate tax id as the identifying number, or should I just enter in her SSN as the identifying number?

thanks!
Post #742
« Prev Topic | Next Topic »


All times are GMT -8:00, Time now is 3:56am

Powered by InstantForum.NET v4.1.4 © 2012
Execution: 0.078. 9 queries. Compression Disabled.