Form 5227, Split-Interest Trust Information Return
Split-interest trusts include: charitable lead trust, charitable remainder annuity trust (CRAT), charitable remainder unitrust (CRUT), and pooled income fund.
Use Form 5227 to report the financial activities of a split-interest trust.
Enter information for Form 5227 in
Organizer
, Form 5227
, Split-Interest Trust
, Entity Information
.Calculate Form 5227
Go to
Organizer
, General Information
, Basic Return Information
, Return Type
, and then Type of Entity
. Make sure to select Form 5227
.Beneficiary input
If the return's set as a Charitable Lead or Pool Trust, there's no taxable beneficiary. There'll be no beneficiary input, and no K-1s to print with the return.
