I am filing a Form 5227, but where do I enter the distributions?
You can use the DIST screen for 5227 split-interest trust filers. The DIST screen can be used to produce the results desired on beneficiary K-1s for split-interest trust beneficiaries and resolves problems associated with returns that include prior-year accumulated income.
In View/Print mode, the DIST screen produces
- a Form 5227_K1 for each beneficiary, based on DIST screen entries.
- and a Wks 5227 K1 that displays the DIST screen entries (the total of amounts that flow to the individual Form 5227_K-1s).
To open the DIST screen, click the DIST link on the 5227 tab in the Data Entry Menu.
![](https://drakesoftware.com/Site/Uploads/Images/13818.jpg)
Enter total amounts for all beneficiaries in each field. The amounts are allocated to each beneficiary based on the percentage entered on the Fed % field on the federal K-1 screen. (Part 1 of the 5227 SCHA screen also must be completed to produce the Form 5227_K1 and Wks 5227 K1.)
![](https://drakesoftware.com/Site/Uploads/Images/13818.1.jpg)
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