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Federal Free Printable Form 56 (Rev. November 2022) for 2023 Federal Notice Concerning Fiduciary Relationship

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Notice Concerning Fiduciary Relationship
Form 56 (Rev. November 2022)

56 Form (Rev. November 2022) Department of the Treasury Internal Revenue Service Part I Notice Concerning Fiduciary Relationship (Internal Revenue Code Sections 6036 and 6903) OMB No. 1545-0013 Go to www.irs.gov/Form56 for instructions and the latest information. Identification Name of person for whom you are acting (as shown on the tax return) Decedent’s social security no. Identifying number Address of person for whom you are acting (number, street, and room or suite no.) City or town, state, and ZIP code (If a foreign address, see instructions.) Fiduciary’s name Address of fiduciary (number, street, and room or suite no.) City or town, state, and ZIP code Telephone number (optional) ( ) Section A. Authority 1 Authority for fiduciary relationship. Check applicable box: a Court appointment of testate estate (valid will exists) Court appointment of intestate estate (no valid will exists) b c Court appointment as guardian or conservator d Fiduciary of intestate estate Valid trust instrument and amendments e f Bankruptcy or assignment for the benefit of creditors g Other. Describe: 2a If box 1a, 1b, or 1d is checked, enter the date of death: b If box 1c, 1e, 1f, or 1g is checked, enter the date of appointment, taking office, or assignment or transfer of assets: Section B. Nature of Liability and Tax Notices 3 4 5 Type of taxes (check all that apply): Income Gift Estate Generation-skipping transfer Employment Excise Other (describe): Federal tax form number (check all that apply): a 706 series b 709 c 940 d 941, 943, 944 1040 or 1040-SR f 1041 g 1120 h Other (list): e If your authority as a fiduciary does not cover all years or tax periods, check here . . . . . . . . . . . . . . and list the specific years or periods within your authority: For Paperwork Reduction Act and Privacy Act Notice, see separate instructions. Cat. No. 16375I Form 56 (Rev. 11-2022) Page 2 Form 56 (Rev. 11-2022) Part II Revocation or Termination of Notice Section A—Total Revocation or Termination 6 Check this box if you are revoking or terminating all prior notices concerning fiduciary relationships on file with the Internal Revenue Service for the same tax matters and years or periods covered by this notice concerning fiduciary relationship . . Reason for termination of fiduciary relationship. Check applicable box: a Court order revoking fiduciary authority b Certificate of dissolution or termination of a business entity Other. Describe: c Section B—Partial Revocation 7a Check this box if you are revoking earlier notices concerning fiduciary relationships on file with the Internal Revenue Service for the same tax matters and years or periods covered by this notice concerning fiduciary relationship . . . . . . . b Specify to whom granted, date, and address, including ZIP code. Section C—Substitute Fiduciary 8 Check this box if a new fiduciary or fiduciaries have been or will be substituted for the revoking or terminating fiduciary and specify the name(s) and address(es), including ZIP code(s), of the new fiduciary(ies) . . . . . . . . . . . . . Part III Court and Administrative Proceedings Name of court (if other than a court proceeding, identify the type of proceeding and name of agency) Date proceeding initiated Address of court Docket number of proceeding City or town, state, and ZIP code Date Time a.m. Place of other proceedings p.m. Part IV Please Sign Here Signature Under penalties of perjury, I declare that I have examined this document, including any accompanying statements, and to the best of my knowledge and belief, it is true, correct, and complete. Fiduciary’s signature Title, if applicable Date Form 56 (Rev. 11-2022)
Extracted from PDF file 2022-federal-form-56.pdf, last modified November 2022

More about the Federal Form 56 Corporate Income Tax TY 2022

We last updated the Notice Concerning Fiduciary Relationship in December 2022, so this is the latest version of Form 56, fully updated for tax year 2022. You can download or print current or past-year PDFs of Form 56 directly from TaxFormFinder. You can print other Federal tax forms here.


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Related Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Federal Form 56.

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Form 5695 Residential Energy Credits
Form 656-PPV Offer in Compromise - Periodic Payment Voucher
Form 656-B Offer in Compromise Booklet
Form 14568-B Appendix C Part II Schedule 2 Nonamender Failures (other than those to which Schedule 1 applies) and Failure to Adopt a 403(b) Plan Timely
Form 14568-E Appendix C Part II Schedule 5 Plan Loan Failures (Qualified Plans and 403(b) Plans)
Form 14568-F Appendix C Part II Schedule 6 Employer Eligibility Failure (§ 401(k) and 403(b) Plans only)
Form 14568-H Appendix C Part II Schedule 8 Failure to Pay Required Minimum Distributions Timely under § 401(a)(9)
Form 4562 Depreciation and Amortization (Including Information on Listed Property)
Form 4563 Exclusion of Income for Bona Fide Residents of American Samoa
Form 56-F Notice Concerning Fiduciary Relationship of Financial Institution

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 56 from the Internal Revenue Service in December 2022.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form 56

We have a total of ten past-year versions of Form 56 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2022 Form 56

Form 56 (Rev. November 2022)

2021 Form 56

Form 56 (Rev. December 2019)

2020 Form 56

Form 56 (Rev. December 2019)

2019 Form 56

Form 56 (Rev. June 2019)

2018 Form 56

Form 56 (Rev. November 2017)

2017 Form 56

Form 56 (Rev. November 2017)

2016 Form 56

Form 56 (Rev. December 2015)

Notice Concerning Fiduciary Relationship 2015 Form 56

Form 56 (Rev. December 2015)

Notice Concerning Fiduciary Relationship 2012 Form 56

Form 56 (Rev. December 2011)

Notice Concerning Fiduciary Relationship 2011 Form 56

Form 56 (Rev. December 2011)


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