mgdtax
Level 3
09-01-2022
01:22 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you @Intuit_Al !
I found the screen 29.1 input, but it still wasn't working until.... I randomly changed the type of return on Screen 1 from Grantor Trust to Charitable Trust/Charitable Lead Trust. The reason I had it set to Grantor Trust is the attorney who set it up told me it's a grantor trust. All other fields on the 5227 were showing up with either Grantor or Charitable trust settings. Very interesting, I wonder if that's something that needs to be changed by the Lacerte programmers.
Thank you!