split-interest trusts

split-interest trusts

Forum topic posted in Forum on 28 May 2013| comments
audience: | last updated: 28 May 2013
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Joined: 02/04/2013
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we're looking for a good course/resource to walk us through, line-by-line, tax returns for CRTs and CLTs.

In particular, it would be very helpful to have a resource that goes line-by-line through Forms 1041 & 5227 for charitable lead trusts (whether annuity or unitrust, which should not matter).

These returns receive very little support from the tax vendor community and the IRS often doesn't know what they are, so those are not available to assist.




Thomas W. Bassett, JD/CPA

Vice President, Tax Manager - East Region

The Commerce Trust Company

8000 Forsyth Blvd., 7th Floor

Saint Louis, Missouri 63105

W: (314) 746--7335 | F: (314) 746-8580

*: Thomas.Bassett@CommerceBank.com


Circular 230 Disclosure: Any advice contained in this email (including any attachments unless expressly stated otherwise) is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.

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