Below are solutions to frequently asked questions about entering split-interest charitable trusts and pooled income funds in the fiduciary module of Lacerte.
Split-interest charitable trusts
Charitable lead trusts
Charitable remainder unitrusts (CRUTs)
For tax year 2020 and prior Part VI line 4(a) was part V-B Line 65(a).
Charitable remainder annuity trusts (CRATs)
Pooled income funds
Form 5227, Part VI, should be completed to report distribution deficiencies for a charitable remainder unitrust.