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Form 8855 Houston Texas: What You Should Know

See Guide 2109 at IRS.gov to learn more about the United States Trustee Act and how to access the funds. Fiduciary Income Tax planning Utilizing the Section 645 Election Oct 7, 2025 — The following rules apply to Section 645 trusts: — It is not necessary to file any Form 8949 with this Form 8855, Election to Treat a Qualifying Revocable Trust (Revise as of 12/31/2011) (FIDUCIARY INCOME TAX PLANNING), to meet the filing requirements  for the form. However, the trustee must file Form 8949 and Schedule N, Part I, with the trust (or other entity that represents the trust) (Form 8949 is the trust's Schedule G) (Form 1041 is filed with the trustee or that representational entity) (Form 1041 is filed with each trust) (Form 8855 is filed on the trust's Form 8855 and filed on that of the representative entity) — The trust must have filed all of its information return with the IRS and to have a Form 8949 on file. The IRS has changed the annual filing requirements of the Form 4684/S (for trust settlements) and 4677(b)(2) (for trusts incorporating into the United States) for 2018. As a result, if the trust does not meet all the requirements as of January 1, 2025 (e.g. its balance sheet is unbalanced, does not contain required information, etc), the trust must no longer be eligible to qualify for Section 645. Note that by adopting a Section 645 distribution, the trustee is no longer required to follow the filing requirements of the Form 4684/S and/or the Form 4677(b)(2), and must include the required information with the trust income tax return. See the Guidebook to the 2025 Form 4684/S — Each of the prior trusts that have been treated as a Section 645 trust must complete Form 5471.

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