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This version of the form is not currently in use and is provided for reference only. Download this version of
Instructions for IRS Form 5227
for the current year.
Instructions for IRS Form 5227 Split-Interest Trust Information Return
This document contains official instructions for IRS Form 5227 , Split-Interest Trust Information Return - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5227 is available for download through this link.
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, including 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 income, deductions, and other information related to split-interest trusts.
Q: When is the deadline for filing IRS Form 5227?
A: The deadline for filing IRS Form 5227 is April 15th of the year following the tax year.
Q: Are there any penalties for not filing IRS Form 5227?
A: Yes, there are penalties for not filing IRS Form 5227, including a $50 penalty for each month the return is late.
Q: Are there any exceptions to filing IRS Form 5227?
A: There are certain exceptions to filing IRS Form 5227, such as when the split-interest trust has not received any income during the tax year.
Q: Can I e-file IRS Form 5227?
A: No, IRS Form 5227 cannot be e-filed. It must be filed by mail.
Q: Is there a fee for filing IRS Form 5227?
A: No, there is no fee for filing IRS Form 5227.
Instruction Details:
- This 20-page document is available for download in PDF;
- Not applicable for the current tax year. Choose a more recent version to file this year's taxes;
- Complete, printable, and free.
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