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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 is required to file IRS Form 5227?
A: Split-interest trusts, including charitable remainder trusts and charitable lead trusts, are required to file IRS Form 5227.
Q: What information does IRS Form 5227 require?
A: IRS Form 5227 requires information about the trust's income, deductions, assets, and distributions.
Q: When is the deadline for filing IRS Form 5227?
A: IRS Form 5227 must be filed by the 15th day of the 5th month after the end of the trust's tax year.
Q: Can IRS Form 5227 be filed electronically?
A: No, IRS Form 5227 cannot be filed electronically and must be filed by mail.
Q: Are there any penalties for late filing of IRS Form 5227?
A: Yes, there are penalties for late filing of IRS Form 5227, and they can vary depending on the size of the trust and the length of the delay.
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
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