Other Forms You May Have To File

You may also be required to file one or more of the following forms.

• Form 56, Notice Concerning Fiduciary Relationship.

• Form 1041, U.S. Income Tax Return for Estates and Trusts.

• Form 1041-ES, Estimated Income Tax for Estates and Trusts.

• Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code.

• Form 8275, Disclosure Statement. Use this form to disclose items or positions (except those contrary to a regulation—see Form 8275-R, next) that aren't otherwise adequately disclosed on the tax return. The disclosure is made to avoid parts of the accuracy-related penalty for disregard of rules or substantial understatement of tax. Form 8275 is also used for disclosures relating to preparer penalties for understatements due to unrealistic positions or for willful or reckless conduct.

• Form 8275-R, Regulation Disclosure Statement. Use this form to disclose any item on a tax return for which a position has been taken that is contrary to Treasury regulations.

• Form 8822-B, Change of Address or Responsible Party—Business.

• Form 8868, Application for Automatic Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans.

• Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts.

• Form 8886, Reportable Transaction Disclosure Statement. Getting tax forms, instructions, and publications. Go to IRS.gov/Forms to download current and prior-year forms, instructions, and publications.

Ordering tax forms, instructions, and publications. Go to IRS.gov/OrderForms to order current forms, instructions, and publications; call 800-829-3676 to order prior-year forms and instructions. Your order should arrive within 10 business days.