About 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

None at this time.

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All Revisions for Form 5227

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About Publication 550, Investment Income and Expenses

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

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Comment on Form 5227

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