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

SOLVEDby Intuit1Updated July 18, 2023

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.

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