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The following includes answers to common questions about Form 5227.
Why is Form 5227 not fully completed for a charitable lead trust or a pooled income fund?
How is gross income reported on Form 5227, Box D calculated?
Why are the amounts on Schedule K-1 not proportional to the income types on Form 5227?
Why is Schedule D not fully completed for a charitable remainder trust?
Why isn't the capital loss limited to $3,000 on Form 5227, Page 1, Part I, Section B?
How is the unitrust distribution calculated?
Related topic: 1041 frequently asked questions
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