Gideon Tax — Honest IRS E-File for Excise & Information Returns

Part I — Taxpayer represented

This is the person, estate, or entity you are filing on behalf of. Pick the identifier that fits: an SSN for a living person, an EIN for a business / trust / estate, or the decedent's SSN if you are acting for a deceased individual.

Identifier type

Primary SSN (living individual)EIN (entity, trust, or estate)Decedent SSN (deceased individual)

Decedent SSNThe SSN the decedent used while alive. Nine digits, no dashes. IRS test range 400-00-XXXX is acceptable for sandbox filings.

First nameLast name

In care of (optional)Used for mail-routing — for example, "Estate of James Thompson" or the executor's name.

This address is outside the United StatesStreet addressAddress line 2 (optional)

City or townStateZIP

Fiduciary (the person or entity you are)

Your identifying info as the fiduciary. You can act in your own name or under a business name (for example, a trust company).

I am acting as

An individualA business / entity

First nameLast name

This address is outside the United StatesStreet addressAddress line 2 (optional)

City or townStateZIP

The phone number is outside the United StatesDaytime phoneTen digits, no formatting (e.g. 6025550100).

Part I, Section A — Authority

Pick the one option that describes why you have authority to act for the taxpayer above. Lines 2a and 2b describe when the authority began.

Authority

1a — Court appointment of a testate estate (a valid will exists)1b — Court appointment of an intestate estate (no valid will) — cannot be e-filed here yet, see below1c — Court appointment as guardian or conservator1d — Fiduciary of an intestate estate with no court-appointed administrator (you are the sole person in charge of the decedent's property)1e — Valid trust instrument and amendments1f — Bankruptcy or assignment for the benefit of creditors1g — Other — describe below

The IRS instructions for line 1a ask you to attach your current letters testamentary or a court certificate. This site cannot attach documents yet, so your Form 56 is e-filed without it. Keep the letters ready: the IRS may ask you for them.

Line 2a — Decedent's date of death

Required for boxes 1a, 1b and 1d, and it must be before today.

Part I, Section B — Nature of liability and tax notices

Check the taxes you are responsible for and the IRS forms you want notices on. You can check more than one in each list.

Line 4 — Federal tax forms (check at least one)Form 1040 (individual income tax)Form 1041 (estate / trust income tax)Form 706 (estate tax)Form 709 (gift tax)Form 940 (federal unemployment)Form 941 / 943 / 944 (employment)Form 1120 (corporation income tax)Other form (up to 20 characters)

Line 5 — Years or periods your authority covers5a. My authority as a fiduciary does not cover all years or tax periods

Part II — Revocation or termination of notice

Complete Part II only if you are revoking or terminating a prior notice concerning a fiduciary relationship. Completing Section B or C does not relieve any new or substitute fiduciary of the requirement to file a Form 56 or to otherwise give notice. Leave all three boxes unticked and Part II is left out of the notice.

Section A — Total revocation or termination6a. I am revoking or terminating all prior notices concerning fiduciary relationships on file with the IRS for the same tax matters and years or periods covered by this notice

Section B — Partial revocation7a. I am revoking earlier notices concerning fiduciary relationships on file with the IRS for the same tax matters and years or periods covered by this notice

Section C — Substitute fiduciary8. A new fiduciary or fiduciaries have been or will be substituted for the revoking or terminating fiduciary; their names and addresses follow

Part III — Court and administrative proceedings

Complete this part only if you have been appointed a receiver, trustee, or fiduciary by a court or other governmental unit in a proceeding other than a bankruptcy proceeding.

Complete Part III

Signature

You sign Form 56 as the fiduciary. Choose a 5-digit PIN: it is your electronic signature, and nobody chooses it for you.

Fiduciary titleUp to 20 characters. For example: Executor, Trustee, Guardian, Administrator.Your signature PIN (5 digits you choose)Any five digits except 00000. The IRS treats this PIN as your signature on this notice.

Under penalties of perjury, I declare that I have examined this document, including any accompanying statements, and to the best of my knowledge and belief, it is true, correct, and complete. My PIN above is my signature.

Gideon Tax service fee$5.00

The $5 fee covers the e-file only — if you need human help (questions, terminations, IRS notices), that is billed separately at $80/hr.