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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 a Split-Interest Trust Information Return.
Q: Who needs to file IRS Form 5227?
A: Split-interest trusts, such as charitable remainder trusts and charitable lead trusts, need to file IRS Form 5227.
Q: What information does IRS Form 5227 require?
A: IRS Form 5227 requires information about the trust's income, distributions, assets, and beneficiaries.
Q: When is the deadline to file IRS Form 5227?
A: IRS Form 5227 is generally due on the 15th day of the 5th month after the end of the trust's tax year.
Q: Are there any exceptions to filing IRS Form 5227?
A: Certain small trusts may be exempt from filing IRS Form 5227.
Q: Can I file IRS Form 5227 electronically?
A: Yes, you can file IRS Form 5227 electronically using the IRS e-file system.
Q: What are the consequences of not filing IRS Form 5227?
A: Failure to file IRS Form 5227 or filing it late may result in penalties or other consequences.
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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