Form 5227, Split-Interest Trust Information Return
Use this form to:
- Report the financial activities of a split-interest trust.
- Provide certain information regarding charitable deductions and distributions of or from a split-interest trust.
- Determine if the trust is treated as a private foundation and subject to certain excise taxes under Chapter 42.
Other Items You May Find Useful
Publication 538, Accounting Periods and Methods
Publication 550, Investment Income and Expenses
Publication 1167, General Rules and Specifications for Substitute Forms and Schedules
Comment on Form 5227
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