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Form 8854 online PA: What You Should Know
Forms in the online format can be printed as soon as your return is filed on paper. Do I have to file Form 8854? Yes. All individuals and corporations must file Form 8854 in their capacity as an executor or administrator of the decedent's estate. What do I need to know if I plan to file a joint return? To determine if you must file Form 8854 as an executor, administrator or personal representative, you may consult the instructions for the taxpayer or form to which the estate relates (i.e. Form 706), or you may consult your own tax advisor. I plan to file a Form 706 return and to have my income tax return filed on Form 1040, Form 4040 or Form 4041. Is one of those forms required for Form 8854? One of the forms described in the instructions for the taxpayer form is required. Form 706 must be filed as a separate return. If a Form 706 is used in a joint or qualifying joint return, the surviving spouse or dependent under a qualified trust and trust property agreement (if any) is required to prepare the corresponding Form 8854 and file it with the taxpayer's Form 706. Am I required to attach a copy of the death certificate? Some state or local jurisdictions restrict how much information about a taxpayer's death may be included on the individual's death certificate. If you are in such a jurisdiction, you must also use a death certificate if you are a decedent (or you are requesting an estate tax return). If you want to use a copy of the death certificate to prepare a Form 8854, you should ensure you have the proper documents. If you are mailing the Form 8854 to another person (i.e., a state agency or a federal or state government entity) please be advised that the copy may never reach your intended recipient. If you have a choice, include a blank copy with the mailed document. A copy of the original or certified copy of the form is required to accompany it.
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