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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.
FAQ
Q: What is Form 5227?
A: Form 5227 is the Split-Interest Trust Information Return that must be filed with the IRS.
Q: Who needs to file Form 5227?
A: Split-interest trusts, such as charitable remainder trusts and charitable lead trusts, need to file Form 5227.
Q: What information is required on Form 5227?
A: Form 5227 requires information about the trust's income, deductions, assets, and beneficiaries.
Q: When is Form 5227 due?
A: Form 5227 is due on the 15th day of the 4th month following the end of the trust's tax year.
Q: Is Form 5227 filed electronically or by mail?
A: Form 5227 can be filed either electronically or by mail.
Q: Are there any penalties for not filing Form 5227?
A: Yes, there are penalties for not filing Form 5227 or for filing it late. These penalties can be substantial.
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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