Skip to main content

2 replies

June 4, 2019

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

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
DoninGA
Employee
June 4, 2019

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