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Anthony

645 Election

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Is there any way to make a Section 645 election to treat a living trust as part of the estate on a timely efiled return? I'm getting an information statement that the election needs to be signed. Is this just signed and kept with the 8879? Does the signed copy have to be attached to the return? Do I have to mail something in?

To make the election I've checked the box under "Elections"/"1041"

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I got that too on a 663 Election.  I just had the fiduciary sign it (note there is no line for it to be done on the election documents) and kept it with my files.   I have done many of the 663 and 645 elections in prior years, and never had anyone sign them.  If they signed the 8879, it should encompass all information on the return and any schedules/statements.

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