Form 5227 For Charitable Remainder Trust Training

[Steve E]

We expect to use the Form 5227 preparation software in Lacerte's 1041 series. Does anyone know of any training or demonstrations available for this software?

Thank you.

[Karl]

I don't know of anything Lacerte specific, but I found this.  It's a Wolters Kluwer, so a competitor, but it doesn't look to be software specific.

https://www.cchcpelink.com/self-study/charitable-remainder-trusts-and-preparing-form-5227/20207/

I would focus on the form/topic training, and make your firm's procedures to scrutinize the first several to make sure the Lacerte inputs get you the form outputs you need.

[Steve E]

Yes. Thank you. This is also the only training I found online and it was pretty good, especially for the price of $62. I'm still interested in what Lacerte/Intuit can provide.

[George4Tacks]

https://proconnect.intuit.com/training/software-webinars/?s_cid=SEM_LC_G_BR_SL_lacerte_3Q-Google-Bra... 

is what is currently available.

You can produce a practice return with any module by using all 9s for the SSN or EIN. There is the REP process, but not charged. There are many sample returns in each module at YourDataDrive:\LACERTE\21TAX\DEMODATA\ but there is none for CRT