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Level 4
May 6, 2023
New

Include Form 5227 in ProSeries Professional

Related products:ProSeries
  • May 6, 2023
  • 1 reply
  • 5 views

Form 5227 for a Split Interest Trust should be included as part of the ProSeries Professional package. Those of use who prepare these returns are forced to either use LaCerte on a pay per return basis or use other software. LaCerte is substantially different than ProSeries and causes a lot of wasted time, plus the additional charges so it is not a good option. Even low cost Drake includes Form 5227. 

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1 reply

IRonMaN
Level 15
May 6, 2023

Good luck.  This has been tried a million times before without success.  Maybe you have that lucky rabbit’s foot and 4 leaf clover in your pocket that will actually make it happen.

Slava Ukraini!