1041-US: Form 5227 is not fully completed for a charitable lead trust or pooled income fund (FAQ)

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Question

Why is Form 5227 not fully completed for a charitable lead trust or a pooled income fund?

Answer

Following the form instructions, Form 5227, Part I, Section E and Part II are completed for IRC section 664 charitable remainder type trusts only.

Related topic: 1041-US: Form 5227 FAQs

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