Catherine Posted September 12, 2023 Report Posted September 12, 2023 Hi folks, For the first time in I don't know how long I have an estate electing to be treated as part of a trust under section 645. Form 8855 transmits with the return, but my software (Drake) says it must also be paper-filed (like the 3115, I guess). The filled out form only has entries in Part I, and has a place under that for the Executor/Trustee (same person) to sign and date. On page 2 there is a Part III, Qualified Revocable Trust information, that is blank. That is also fine, since there is no QRT. The question is about "signature of trustee" in Part III because there are two signature places - in the middle of the page and at the bottom of the page - and I'm over-thinking but want to make sure I do not need to tell the Exec/Trtee to sign there, as well. Anyone here know enough about these to tell me yes or no? Quote
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