Reply To: IRS Form 56

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#7557
kaneohe
Participant

from instructions:

“”Section B. Nature of
Liability and Tax Notices
Lines 3 and 4. Check the appropriate
box(es) indicating the type of tax and
forms you will be filing in performance of
your fiduciary duties.”

If you take these words literally, sounds like the forms you will be filing so it might be good to spend sometime
up front figuring out which those are. If later, something turns up and you have to file addition forms, you can probably submit w/ an explanation.