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Form 5227
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This article applies to:

  • Product: ONESOURCE Trust Tax

Reviewing State 5227 Information

The account binder's state 5227 page includes the state-specific fields for the state 5227 return. To access and review the state 5227 page for a split-interest trust:
  1. Open the account.
  2. Select the
    States
     main topic.
  3. Under the
    Existing States
     collapsible section, select the state's
    click here
     link in the
    Charitable Remainder and Pooled Income Trusts
     column.
  4. The state 5227 page displays. The following graphic shows the California 5227 page:
  5. Review the state 5227 information under each collapsible section and make any necessary changes.
  6. Select
    Save
    .