Information For...

For you and your family
Individuals abroad and more
EINs and other information

Filing For Individuals

Information For...

For you and your family
Standard mileage and other information

Forms and Instructions

Individual Tax Return
Request for Taxpayer Identification Number (TIN) and Certification
Single and Joint Filers With No Dependents
Employee's Withholding Allowance Certificate

 

Request for Transcript of Tax Returns
Employer's Quarterly Federal Tax Return
Installment Agreement Request
Wage and Tax Statement

Popular For Tax Pros

Amend/Fix Return
Apply for Power of Attorney
Apply for an ITIN
Rules Governing Practice before IRS

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

 


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 see our Tax Law Questions page.