5227 K-1 : Split-Interest Trust Beneficiary's schedule K-1

 

FDX / Data Structures / Tax5227K1
Form 5227-K1, Split-Interest Trust Beneficiary's schedule K-1, uses Tax1041K1 entity
Extends and inherits all fields from Tax1041K1  
FDX / Data Structures / Tax1041K1
Form 1041 K-1, Beneficiary's Share of Income, Deductions, Credits, etc.
Extends and inherits all fields from Tax  
Tax1041K1 Properties
#IdTypeDescription
1finalK1booleanFinal K-1
2amendedK1booleanAmended K-1
3fiscalYearBeginDateStringFiscal year begin date
4fiscalYearEndDateStringFiscal year end date
5trustTinstringBox A, Estate's or trust's employer identification number
6trustNamestringBox B, Estate's or trust's name
7form1041TbooleanBox D, Check if Form 1041-T was filed
8date1041TDateStringBox D, and enter the date it was filed
9final1041booleanBox E, Check if this is the final Form 1041 for the estate or trust
10beneficiaryTinstringBox F, Beneficiary's identifying number
11domesticbooleanBox H, Domestic beneficiary
12foreignbooleanBox H, Foreign beneficiary
13interestIncomenumber (double)Box 1, Interest income
14ordinaryDividendsnumber (double)Box 2a, Ordinary dividends
15qualifiedDividendsnumber (double)Box 2b, Qualified dividends
16netShortTermGainnumber (double)Box 3, Net short-term capital gain
17netLongTermGainnumber (double)Box 4a, Net long-term capital gain
18gain28Ratenumber (double)Box 4b, 28% rate gain
19unrecaptured1250Gainnumber (double)Box 4c, Unrecaptured section 1250 gain
20otherPortfolioIncomenumber (double)Box 5, Other portfolio and nonbusiness income
21ordinaryBusinessIncomenumber (double)Box 6, Ordinary business income
22netRentalRealEstateIncomenumber (double)Box 7, Net rental real estate income
23otherRentalIncomenumber (double)Box 8, Other rental income
24directlyApportionedDeductionsArray of CodeAmountBox 9, Directly apportioned deductions
25estateTaxDeductionnumber (double)Box 10, Estate tax deduction
26finalYearDeductionsArray of CodeAmountBox 11, Final year deductions
27fiduciaryNameAddressNameAddressBox C, Fiduciary's name and address
28amtAdjustmentsArray of CodeAmountBox 12, Alternative minimum tax adjustment
29beneficiaryNameAddressNameAddressBox G, Beneficiary's name and address
30creditsArray of CodeAmountBox 13, Credits and credit recapture
31otherInfoArray of CodeAmountBox 14, Other information
Tax1041K1 Usage:
Tax5227K1 Usage:

 

OFX / Types / Tax5227K1_V100
#TagType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 FINALK1 BooleanType
6 AMENDEDK1 BooleanType
7 ESTATETRUSTNAME GenericNameType
8 ESTATETRUSTEIN GenericNameType
9 FIDUCIARYINFO anonymous complex type
10 WASFILEDFORM1041T BooleanType
11 DATEFILEDFORM1041T DateTimeType
12 ISFINAL1041T BooleanType
13 BENEFICIARYID GenericNameType
14 BENEFICIARYINFO anonymous complex type
15 DOMESTICBENEFICIARY BooleanType
16 FOREIGNBENEFICIARY BooleanType
17 INTERESTINCOME AmountType
18 ORDINARYDIVIDEND AmountType
19 QUALIFIEDDIVIDEND AmountType
20 NETSTCAPITALGAIN AmountType
21 NETLTCAPITALGAIN AmountType
22 RATEGAIN28 AmountType
23 UNRECAP1250GAIN AmountType
24 OTHERPORTFOLIOINCOME AmountType
25 ORDINARYBUSINESSINC AmountType
26 NETRENTALREINCOME AmountType
27 OTHERRENTALINCOME AmountType
28 APPORTIONDEDUCTIONS CodeAmountType
29 ESTATETAXDEDUCTION AmountType
30 FINALYRDEDUCTIONS CodeAmountType
31 AMTITEMS CodeAmountType
32 CREDITS CodeAmountType
33 OTHERINFO CodeAmountType
34 FISCALYEARBEGIN DateTimeType
35 FISCALYEAREND DateTimeType
Usages:

 

FIRE

This form is not reported in the IRS FIRE system.

TXF

The TXF standard does not support this form.

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