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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 needs to file IRS Form 5227?
A: Trusts that are split-interest trusts need to file Form 5227.
Q: What is a split-interest trust?
A: A split-interest trust is a trust that distributes income to both charitable beneficiaries and non-charitable beneficiaries.
Q: What information is required to be reported on Form 5227?
A: Form 5227 requires reporting of income, deductions, distributions, and other information about the split-interest trust.
Q: When is IRS Form 5227 due?
A: Form 5227 is due on the 15th day of the 5th month after the end of the trust's tax year.
Q: Can Form 5227 be filed electronically?
A: Yes, Form 5227 can be filed electronically using the IRS Modernized e-File (MeF) system.
Q: Are there any penalties for not filing Form 5227?
A: Yes, there are penalties for not filing or filing late, so it is important to meet the filing deadline.
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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