13610: 1041 - 645 Election and Form 8855

Making a 645 election on a 1041 does not prevent it from being e-filed, but printing, signatures, and paper-filing are required for Form 8855 (Election To Treat a Qualified Revocable Trust as Part of an Estate).

To set up the election:

1. On screen 1
   • A Type of Entity - Mark Decedent's estate and complete the associated decedent information fields.
   • G, Select Estate or filing trust made a section 645 election  check box and enter the EIN of the related trust in the adjacent field. Item G appears near the top of the 1041 in View/Print mode.
2. On the ELEC screen, select Section 645 treat QRT as estate. This produces the required ELECTION statement in View/Print mode.
3. On screen 8855, complete all relevant fields.