4810 and 5495

Technical topics regarding tax preparation.
#1
Taxctfl  
Posts:
145
Joined:
1-Jul-2019 7:47pm
Location:
UT
Client passed away in 2018. Per direction from the estate attorney, 5495 and 4810 were filed with the estate / trust return filed together under election. Form 56 as well.

Client's spouse is still alive. Do I prepare 5495 and 4810 again with the 1040? Is the filing of 5495 and 4810 standard procedure? I've read attorney articles say do it and CPA articles say only do it if audit is expected.

Also - two grandchildren are the reps. Is it correct to list both names and one signs the form?
 

Return to Taxation



Who is online

Users browsing this forum: beardenjv, Google [Bot], JoJoCPA, UnlicensedTaxPro and 110 guests