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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

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Comment on Form 5227

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Page Last Reviewed or Updated: 25-Feb-2015