mgdtax
Level 3

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!

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