IRS Form 5227 Split-Interest Trust Information Return

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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: Split-interest trusts, such as charitable remainder trusts and charitable lead trusts, need to file IRS Form 5227.

Q: What information is required on IRS Form 5227?
A: IRS Form 5227 requires information about the trust, its assets, income, and distributions.

Q: When is the deadline to file IRS Form 5227?
A: The deadline to file IRS Form 5227 is typically April 15th, unless an extension has been granted.

Q: What is the purpose of filing IRS Form 5227?
A: The purpose of filing IRS Form 5227 is to report the financial activities of a split-interest trust to the IRS.

Q: Are there any penalties for not filing IRS Form 5227?
A: Yes, there may be penalties for not filing IRS Form 5227 or for filing it late.

Q: Can I e-file IRS Form 5227?
A: Currently, IRS Form 5227 cannot be e-filed and must be filed by mail or hand-delivered.

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Form Details:

  • A 7-page form available for download in PDF;
  • Actual and valid for filing 2023 taxes;
  • 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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