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.
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