Drake Tax - 56: Notice Concerning Fiduciary Relationship
Article #: 12492
Last Updated: October 21, 2024
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.
Important 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):
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Complete screen 56 in data entry, accessible from the Other Forms tab.
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On the PIN screen in the Select Form section select 56.
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At the bottom of the PIN screen, enter the taxpayer’s Prior-Year AGI and PIN.
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Open the EF screen (General tab) in data entry and select 56 under FEDERAL E-FILE OVERRIDE.
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Calculate the return.
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From the Home window of the software, choose Select Returns for EF from the EF menu.
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Verify that Form 56 displays under the EF Documents column.
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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.