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CLAT - Charitable Lead Annuity Trust
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ChiHoang
Level 4
05-31-2023
12:08 PM
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Do you know which tax form(s) I have to file for Charitable Lead Annuity Trust ?
Thanks
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3 Comments 3
George4Tacks
Level 15
05-31-2023
12:35 PM
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5227
Answers are easy. Questions are hard!
ChiHoang
Level 4
05-31-2023
12:52 PM
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Don't I have file form 1041 ?
Thanks
IRonMaN
Level 15
05-31-2023
12:54 PM
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But if I remember correctly, form 5227 isn't quite ready to be released for ProSeries yet. I believe it is scheduled to be released in the year 2525. But I don't know if it will apply to 2524 or 2525 year returns when it is released. You either need to do the form manually or use one of the other softwares in the Intuit family to prepare it on a PPR basis.
Slava Ukraini!
