12492: 56 - Notice Concerning Fiduciary Relationship

To prepare a Form 56 within a 1040 return, click on the Other Forms tab and select screen 56. Due to IRS changes in Form 56, beginning in Drake15, this form is now completed using a tabbed screen, which can be found at the top of screen 56.

Form 56, Notice Concerning Fiduciary Relationship, cannot be e-filed with the 1040 return. It must be transmitted separately.

Form 56 can only be filed from the current year software.

Form 56 can only be e-filed if completed for the primary taxpayer (EF Message 5728 prevents IRS reject F56-052). 

In order to e-file Form 56, complete the following steps (which are available in Screen Help for screen 56):

1. Complete screen 56 in data entry, accessible from the Other Forms tab.
2. On the PIN screen in the Select Form section select 56.
   
   
3. At the bottom of the PIN screen, enter the taxpayer’s Prior-Year AGI and PIN.
4. Open the EF screen (General tab) in data entry and select 56 under FEDERAL E-FILE OVERRIDE.
5. Calculate the return.
6. From the Home window of the software, choose Select Returns for EF from the EF menu.
7. Verify that Form 56 displays under the EF Documents column.
8. Select the line for Form 56 and continue the transmission process.

For more information about filing a Form 56, see the Form 56 Instructions.

Note: If an extension EXT screen exists in the return, it may need to be deleted (press CTRL+D) before selection of Form 56 is possible under EF > Select Returns for EF.