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2018 5227 Form: What You Should Know

Return — IRS Part I — Income (All trusts complete Sections A through D). Section A—Ordinary Income. 1. Earn-out growth gain. 26 USC 6081: Extensions of time for filing returns — United States Code “(6) The maximum extension for the returns of trusts required to file Form 5227 shall be an automatic 6-month period beginning on the due date for filing  2018 Instructions for Form 541-B — Franchise Tax Board — CA.gov Follow the instructions for federal Form 5227, Part VII, Section D, Charitable Remainder Trusts, when completing questions 79 through 83. 2014 Fiduciary Income 541 Tax Booklet | FT.ca.gov Used to report information on charitable contributions as required by IRC Section 6034 and related regulations; Form 5227, Split-Interest Trust Information Return — IRS Part II — Deductions (All trusts complete Section E). Section E—Deduction for Net Charitable Income. 1. Net charitable income. 26 USC 6081: Extensions of time for filing returns — United States Code “(6) The maximum extension for the returns of trusts required to file Form 5227 shall be an automatic 6-month period beginning on the due date for filing  2014 Instructions for Form 541-B — Franchise Tax Board — CA.gov Follow the instructions for federal Form 5227, Part VII, Section D, Charitable Remainder Trusts, when completing questions 78 through 82. 2014 Fiduciary Income 541 Tax Booklet | FT.ca.gov Used to report information on charitable contributions as required by IRC Section 6034 and related regulations; Form 5227, Split-Interest Trust Information Return — IRS Part III — Expenses (All trusts complete Section F). Section F—Expenses. 1. Expenses. 26 USC 6081: Extensions of time for filing returns — United States Code“(6) The maximum extension for the returns of trusts required to file Form 5227 shall be an automatic 6-month period beginning on the due date for filing  2014 Instructions for Form 541-B — Franchise Tax Board — CA.gov Follow the instructions for federal Form 5227, Part VII, Section D, Charitable Remainder Trusts, when completing questions 81 through 84. 2014 Fiduciary Income 541 Tax Booklet | FT.ca.

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