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.
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Comment on Form 5227
Send us an email or use the Comment on Tax Forms and Publications web submission form to provide us feedback on the content of the products we give you to help you comply with tax law.
Caution: If you have a tax-related question, please go to Help With Tax Questions or call our toll-free number at 1-800-829-1040 (Individuals) or 1-800-829-4933 (Business). We cannot respond to tax-related questions submitted from this page.
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Page Last Reviewed or Updated: 01-Apr-2013
