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
Use the Comment on Tax Forms and Publications web form to provide feedback on the content of this product. Although we cannot respond individually to each comment, we do appreciate your feedback and will consider all comments submitted.
CAUTION: We cannot respond to tax-related questions submitted using this page. Instead, please see our Tax Law Questions page.