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New Member
posted Jun 4, 2019 12:48:31 PM

Where do I enter information from a 5227 form?

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2 Replies
Expert Alumni
Jun 4, 2019 12:48:33 PM

TurboTax does not support IRS Form 5227 Split-Interest Trust Information Return

IRS Form 5227 - https://www.irs.gov/pub/irs-pdf/f5227.pdf

IRS Form 5227 instructions - https://www.irs.gov/pub/irs-pdf/i5227.pdf

Level 15
Jun 4, 2019 12:48:34 PM

IRS Form 5227 Split-Interest Trust Information Return is not supported by TurboTax.  The tax data from a Form 5227 is not entered on a personal tax return.

IRS Form 5227 - https://www.irs.gov/pub/irs-pdf/f5227.pdf

IRS Form 5227 instructions and where to mail - https://www.irs.gov/pub/irs-pdf/i5227.pdf