IRS Logo
Print - Click this link to Print this page

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.

Current Products


Recent Developments

 


Other Items You May Find Useful

All Revisions for Form 5227

Publication 538, Accounting Periods and Methods

Publication 550, Investment Income and Expenses

Publication 1167, General Rules and Specifications for Substitute Forms and Schedules

Other Current Products


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 visit Tax Law Questions or call our toll-free number at 1-800-829-1040 (Individuals) or 1-800-829-4933 (Business).

Page Last Reviewed or Updated: 04-Nov-2014