IRS Ruling on Trustee Extension

On July 8th the IRS issued the following ruling.


Number 201628011, Summary: The IRS granted a trustee an extension to file the required notice and certification under section 2056A that a decedent’s spouse, who is also the qualified domestic trust’s beneficiary, has become a U.S. citizen.

Posted by Allison Trupp, Associate Editor, Wealth Strategies Journal