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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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