PDF
Word
This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 5227
for the current year.
IRS Form 5227 Split-Interest Trust Information Return
What Is IRS Form 5227?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 5227?
A: IRS Form 5227 is the Split-Interest Trust Information Return.
Q: Who needs to file IRS Form 5227?
A: Split-interest trusts, such as charitable remainder trusts and pooled income funds, need to file IRS Form 5227.
Q: What is the purpose of filing IRS Form 5227?
A: The purpose of filing IRS Form 5227 is to report the financial activity and certain tax-related information of split-interest trusts.
Q: What information does IRS Form 5227 require?
A: IRS Form 5227 requires information about the trust, its income, deductions, distributions, and any taxable events.
Q: When is the deadline to file IRS Form 5227?
A: IRS Form 5227 must be filed annually by the 15th day of the 5th month after the end of the trust's tax year.
Q: Are there any penalties for late or incorrect filing of IRS Form 5227?
A: Yes, there are penalties for late or incorrect filing of IRS Form 5227. It is important to file the form accurately and on time to avoid these penalties.
Form Details:
- A 7-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5227 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5227 Split-Interest Trust Information Return
1
2
3
4
5
6
7
