Split Interest Trust Form 5227

Forum|Forum|4 years ago
June 13, 2022
4 replies
44 views

Does ProSeries offer the IRS form 5227 Split Interest Trust. I have a number of clients that are required to file this form but I can not find it in the ProSeries Library. ☹

ProSeries Professional

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sjrcpa

Level 15

Solved: How do I generate Form 5227 in 1041 ProSeries soft... - Intuit Accountants Community

The more I know the more I don’t know.

IRonMaN

Level 15

To this day I remember centuries ago that asking for form 5227 was brought up on the earlier version of this forum. One of the early moderators asked the question if anyone else needed the form and several folks said yes. Young naive me, thought the form was almost a sure thing when the moderator said he would pass the word along that the form was needed. I believe that moderator was struck by a meteor shortly after that post and was never able to pass the information along. Or, nobody in charge of those decisions ever listened to him. That was the first of many heartbreaking moments I have had hanging around this place.

Slava Ukraini!

sjrcpa

Level 15

Jeff, I tried to @ you when I saw this but it didn't work. Figured maybe you would get a chuckle out of it now after all these years.

The more I know the more I don’t know.

IRonMaN

Level 15

When the whole 5227 discussion started I had several clients that needed the form. Now I only have one client still alive that needs it and I am quite confident he will also go to that big 5227 in the sky before ProSeries ever creates the form. 😢

Slava Ukraini!

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