Form 56
This transaction code is generated when you add a fiduciary to a TP's account.
What is an 013?
Underline this when processing Form 56.
What is the name control?
Use this letter when corresponding for missing information on Form 56.
What is a 5555c?
Use this magic symbol to assist in finding TP names in RTS.
What is the percent sign?
Edit this on the yellow Edit sheet stapled to the back of the return.
What is the day's date?
This type of signature is not accepted when processing Form 56.
What is a digital signature?
Correspond when the Fiduciary uses this title.
Change this number when corresponding for Form 56 with an international address.
What is the phone number?
When the address on the 1040 and RTS differ, use the address from this.
What is the 1040?
Do not do this with the 1040 when working Reject Ts.
What is route out?
Remove this from the continuation name line when the fiduciary's name and title are already included.
What is the percent sign?
Do this when there is no account on master file.
What is take no action? (Be sure to leave action trail)
Use this letter when informing a Spanish-speaking TP they have been assigned an IRSN.
What is a 685SP letter?
Create a separate IRSN for a spouse on an FS2 account when this is present.
What is a Schedule C or SE?
What is Form 4227?
The presence of this will require routing to either Kansas City or Ogden.
What is a BMF Indicator?
Naming US Treasury Secretary Scott Bessent as a fiduciary is indicative of this.
What is Frivolous?
Replace DECD with this two-word phrase when corresponding for Form 56.
What is "Estate of"?
Include this with the IRSN when editing it on the 1040?
What is an asterisk?
Edit this on the 1040 so it matches RTS exactly.
What is the complete name?
Different titles are used next to the signature line, attached documentation, and the first page of Form 56. Use this title.
What is the title on the signature line?
What is an 8822 or an original death certificate?
Remove this when composing a 685c letter for a joint account.
What is the spouse's name?
Add these two punctuation marks after the country name for international addresses.
What is a comma and period?
Use this filing status for all 1040-NRs.
What is filing status 1?