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Charitable Remainder Trust Form

Charitable Remainder Trust Form

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all right for this video I want to go over how to prepare a sample form 5227 for a split interest trust return so the 5227 could be filed for a lot of different types of split interest trusts in this example what we're going to look at is a charitable remainder annuity truss or a crat crat for short so we've got the full return here we'll go over it Page by Page in addition to this I do have a sample Consolidated 1099 that would be issued from the broker so we'll look at the investment income on this page and then we do have a sample or not a sample but I put together a very simple Excel workbook that shows some of the elements that we're going to need to prepare the return and the K1 so we'll get into these in a bit more detail later and then lastly I do have two slides here covering some background on charitable trust and then the fact pattern itself and then some more details on the return of what we can I need to look out for when we&

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