Section 03 - Field Descriptions

Section 04 Fields are located in Form 5227.

Listed below are the Fields contained in D Section 03 including Field Designator, title, location on return, and maximum length. All Fields are dollars only, and positive or negative.

No.

Field

Title

Location

Max Length

03C

Fair Market Value of Assets

Box D

12

03D

Gross Income

Box E

12

Gross Income Underprint

Computer-generated Underprint

0308

Total Ordinary Income

Part I, Line 8

12

0313

Total Capital Gain/Loss

Part I, Line 13

12

0326

Total Deductions

Part I, Line 22

12

0335

Total Distributions of Principal

Part III-A, Line 4

12

0337

Total Distributions of Income

Part II Line 3

12

0350B

Total Assets (EOY)

Part IV, Line 13(b)

12

0350C

Total Assets (FMV)

Part IV, Line 13(c)

12

0356B

Total Liabilities (EOY)

Part IV, Line 19(b)

12

0361B

Total Annual Annuity

Part V-A, Line 61(b)

12

0362

NICRUT

Part VI, Line 1

1=Yes, 2=No

0363

NIMCRUT

Part VI, Line 1

1=Yes, 2=No

0365B

Unitrust Amount

Part VI, Line 4b

12

Invalid Conditions:

These Fields are invalid if they are not all numeric or blank.

Yes/No Questions are 1=Yes, 2=No or blank.

Correction Procedures:

Correct any coding or transcription errors

If a Field which is invalid for a Form 5227 display, delete the Field.