2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8855 used for?
Form 8855 is used by the executor of an estate to elect to treat a qualified revocable trust as part of the estate for federal income tax purposes. This election can simplify the tax reporting process following the decedent's death.
Who needs to fill out a 8855 form
Executors of estates with qualified revocable trusts.
How to fill out a 8855 online?
Follow these steps to complete your 8855 form online.
Frequently Asked Questions
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It allows the executor to elect to treat a qualified revocable trust as part of the estate for tax purposes.
The form is generally due by the due date of the estate's income tax return for the first tax year of the estate.
No, the election is irrevocable once submitted.
You can download it from the IRS website.
Follow the filing instructions provided by the IRS for mailing the form.
