Section 04 - Field Descriptions

Section 04 Fields are located in Form 5227.

Listed Below are the Fields contained in Section 04 including Field Designator, title, and location on the return.

No.

Field

Title

Location

04751

Engage in the Sale

Part VIII-B, Line 1a (1)

04752

Borrowing Money From

Part VIII-B, Line 1a (2)

04753

Furnishing Goods, Services

Part VIII-B, Line 1a (3)

04754

Pay Compensation

Part VIII-B, Line 1a (4)

04755

Transfer any Income

Part VIII-B, Line 1a (5)

04756

Agree to Pay Money

Part VIII-B, Line 1a (6)

0475B

Fail to Qualify

Part VIII-B, Line 1b

0475C

Engage in Prior Year

Part VIII-B, Line 1d

0481

Did Income Interest Expire

Part IX, Line 1

0492

Making an election under regulations

Part IX, Line 12

0493

Initial Return Trust

Part IX, Line 13

0494

Trust Instrument Amended

Part IX, Line 14

0495A

Final Distribution Made

Part IX, Line 15a

Invalid Conditions:

Correct any coding or transcription errors by entering the appropriate code as follows:

Code 1 - if the "yes" box is checked

Code 2 - if the "no" box is checked

Blank - if not applicable or neither box is checked or both boxes checked or not answered because it is related to another question.

Correction Procedures:

Do not correspond if questions are not answered, leave blank.