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This article applies to:

  • Product: ONESOURCE Trust Tax

5227 account types

Account Type
Description
71
  • Charitable Nonexempt – Testamentary – 1041 Page 1, 4947(a)(1) box checked
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Inter Vivos = Testamentary
  • Sec 4947a1 Flag = 1
  • Sec 4947a2 Flag = 0
72
  • Charitable Nonexempt ‐ Inter Vivos – 1041 Page 1, 4947(a)(1) box checked
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Intervivos = Intervivos
  • Sec 4947a1 Flag = 1
  • Sec 4947a2 Flag = 0
81
  • Charitable Split Interest – Testamentary – 1041 Page 1, 4947(a)(2) box checked
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Intervivos = Testamentary
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 1
82
  • Charitable Split Interest ‐ Inter Vivos – 1041 Page 1, 4947(a)(2) box checked
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Intervivos = Intervivos
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 1
91
  • Charitable Remainder – Testamentary – 1041 gives compute of Schedule A
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Intervivos = Testamentary
  • Sec4947a1 Flag = 0
  • Sec4947a2 Flag = 0
  • Charitable Remainder = 1
92
  • Charitable Remainder ‐ Inter Vivos – 1041 gives compute of Schedule A
  • Entity = Complex $300
  • 5227/1041A = not set
  • Testamentary/Intervivos = Inter Vivos
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 0
  • Charitable Remainder = 1
94
  • Charitable Remainder Net Income Unitrust – 5227 grants compute of lines 49- & 50-Part V‐B
  • Entity = N/A
  • 5227/1041A = Charitable remainder unitrust
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 0
95
  • Charitable Remainder Net Income Unitrust With Makeup – 5227 gives compute of lines 49, 50 & 51 Part V‐B
  • Entity = N/A
  • 5227/1041A = Charitable remainder unitrust
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 1
96
  • Charitable Lead Trust – 5227 completes Parts IV, VI & VII A, C
  • Entity = N/A
  • 5227/1041A = Charitable lead trust
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 1
97
  • Charitable Remainder Annuity Trust – 5227 completes Part V‐A
  • Entity = N/A
  • 5227/1041A = Charitable remainder annuity trust
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 0
98
  • Charitable Remainder Unitrust – 5227 gives compute of Line 49, Part V‐B
  • Entity = N/A
  • 5227/1041A = Charitable remainder unitrust
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 0
99
  • Charitable Pooled Income Fund – 5227 completes Parts IV, VI & VII B, C
  • Entity = N/A
  • 5227/1041A = Pooled income fund
  • Testamentary/Inter Vivos = blank
  • Sec 4947a1 Flag = 0
  • Sec 4947a2 Flag = 0