ProConnect HelpIntuit HelpIntuit

Common questions about fiduciary Form 5227 assets and donor information in Lacerte

by Intuit Updated 11 months ago

Below are solutions to frequently asked questions about entering the assets and donor information on Form 5227, Page 7, Schedule III in the Fiduciary module of Lacerte.

Where is the input for Form 5227, Page 7, Part III, Assets and Donor Information?

The input necessary to generate this portion of the form can be found in Screen 48.2, Form 5227 - Part III - Asset and Donor Info. You can enter multiple items here by clicking the Add button in the left navigation panel.

Related topics

Lacerte Tax

Sign in now for personalized help

Ask questions, get answers, and join our large community of Intuit Accountants users.

Dynamic AdsDynamic Ads