Common questions for Fiduciary Annuity/Unitrust Distributions

Use Screen 8, Annuity/Unitrust Distributions, to enter the Beneficiary and Annuity/Unitrust Percentage. Select the links below to see solutions for frequently asked questions concerning Annuity / Unitrust distributions.

• Common questions about split-interest charitable trusts and pooled income funds
• Form 5227 Part V-A Override Diagnostic Ref. 27220