It is inefficient to complete 5227 (Split Interest Trust Return) with a PDF filler. It is all I have now.
Good luck with that. That form was "requested" in something like 1962 and one of the moderators at that time was going to "add it to the list of enhancements" for us. I used to have a handful of those returns when the request was first mentioned in version 1 of this forum. Most of those clients have died off so I think Intuit is waiting for my last client to kick the bucket before they announce that they have listened to their customers and have added the form.
Jeff I thought of you as soon as I saw this topic.
Better for the last client to die than you, as happened with Chuck's lock.
Yeah, I kinda prefer being around to antagonize Intuit rather than being dead.
Ironically, these products are now popular again...due to the SECURE Act.
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