Margaret CPA in OH Posted March 12 Report Posted March 12 I have two deceased clients in January of this year. One account is being handled by son. Does he need to mail a Form 56? There will be refunds federal and state so I know to include 1310 but not sure about 56. I think the 2024 filing will be really small maybe even under the filing requirement just refunded withholding next year. There is no estate but likely small probate. Second has a surviving wife in hospice so daughter is managing all affairs. I've requested that she get 2848 while mother is still competent. The deceased's trusts, etc, are all now in wife's trust so 2024 will be normal except same question about 56 and 1310. Would daughter be personal representative given mother's condition? All other income sources are retitled to wife but there will be a trust return for 2025, not enough for estate return. There are expected refunds. I hate it when lovely clients pass away and am glad it's been a while so I need this refresher. Thanks 1 Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.