Transfering from old Form 3 to Form 4

[lonewolftactical]

Have a colleague that closed shop years ago and kept a few items on Form 3's (sole proprietor).

They recently created a trust and would like to transfer the items into the trust.

Same person, same name, but business is no more and address has changed.

Can these be submitted via e-forms or does it have to be done via paper and mailed to the out of business records branch in WV?

 

 

 

[Rex Tyson]

Just do a paper form 4 and submit it with the tax as you would a normal form 4. Include supporting trust documents. There’s a lot of paperwork on a trust to go along with it.