Common questions about fiduciary Form 5227 assets and donor information in ProConnect

Below are solutions to frequently asked questions about entering the assets and donor information on Form 5227, Page 7, Part V in the Fiduciary (1041) return in ProConnect.

Where is the input for Form 5227, Page 7, Part V, Assets and Donor Information?

1. From the Input Return tab, go to Char. Returns ⮕ Form 5227, Page 7 - Part V - Assets and Donor Info.
2. You can make multiple entries on this screen by clicking on the + plus icon to the right of the tab at the top this input screen.