Form 5227 For Charitable Remainder Trust Training

Forum|Forum|3 years ago
July 15, 2022
1 reply
8 views

We expect to use the Form 5227 preparation software in Lacerte's 1041 series. Does anyone know of any training or demonstrations available for this software?

Thank you.

Lacerte Tax

This topic has been closed for replies.

K

Karl

Intuit Community Champion

I don't know of anything Lacerte specific, but I found this. It's a Wolters Kluwer, so a competitor, but it doesn't look to be software specific.

https://www.cchcpelink.com/self-study/charitable-remainder-trusts-and-preparing-form-5227/20207/

I would focus on the form/topic training, and make your firm's procedures to scrutinize the first several to make sure the Lacerte inputs get you the form outputs you need.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

S

Steve EAuthor

Level 3

Yes. Thank you. This is also the only training I found online and it was pretty good, especially for the price of $62. I'm still interested in what Lacerte/Intuit can provide.

George4Tacks

Level 15

https://proconnect.intuit.com/training/software-webinars/?s_cid=SEM_LC_G_BR_SL_lacerte_3Q-Google-Brand-LC-Search_AD&gclid=Cj0KCQjwidSWBhDdARIsAIoTVb352qldoN1ZIdi_Zx42XE2Cuvh1yD9fVfsd2fEZUv94ldLm1F2wle0aArs9EALw_wcB&gclsrc=aw.ds

is what is currently available.

You can produce a practice return with any module by using all 9s for the SSN or EIN. There is the REP process, but not charged. There are many sample returns in each module at YourDataDrive:\LACERTE\21TAX\DEMODATA\ but there is none for CRT

Answers are easy. Questions are hard!

Sign up

Login with SSO

Let's get you signed in

Login with SSO