Jump to content
ATX Community

645 Election


Anthony

Recommended Posts

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"

Link to comment
Share on other sites

  • 1 month later...

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.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...