[WSBAPT] Form 8822 and Form 56

Marilyn J Kliman marilyn at marilynjklimanlaw.com
Fri Mar 12 11:09:27 PST 2021


I have just been notified by one of my clients that he has also just received this rejection notice on the form 56 we submitted in October! Any insight please share

Sent from my iPhone
Marilyn J. Kliman Law, PLLC

> On Mar 12, 2021, at 11:04 AM, Suzanne Lieberman <suzanne at cmslawfirm.com> wrote:
> 
> 
> Good morning,
> 
> Does anyone know why a PR would receive a Form 8822 Change of Address or Responsible party after filing Form 56 from teh IRS? It sounds like the IRS only sends Form 8822 to ensure that the PR receives the decedent's tax information, but the PR is receiving that information, having provided the last known address for decedent and having provided the IRS with his own current address. 
> 
> The IRS is rejecting submission of Form 56 on the basis of the need to file a change of address Form 8822. Is this just an IRS blunder? Ignore? Or should we correct and how? Only a few of our PRs have received such correspondence and we can't discern a pattern.
> 
> Sincerely, 
> 
> Suzanne Lieberman
> CMS Law Firm LLC
> 811 Kirkland Ave. Suite 201 (please note new address!)
> Kirkland, WA 98033
> 206-383-6484 (Cell Phone)
> 206-659-1512 (Main Office)
> 
> 
> Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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