Filing Form 8855 for the QRT - Spidell

Filing Form 8855 for the QRT

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Message Board Filing Form 8855 for the QRT

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    • #213094
      Vernon Lee

      This is the first time that I have filed Form 8855. Filing for the Estate appeared pretty easy.  I went to the Spidell class on Trust and Pensions on October 21, 2019 and the speaker material indicated that the Qualifying Revocable Trust must file a mirror image Form 8855.  I am confused since Part III only shows information for the QRT.  If I put the filing trust information in Part I and put the same information in Part III, it doesn’t seem correct.  Any clarification would be appreciated.

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