Form 5227, Split-Interest Trust Information Return

5227, Split-Interest Trust Information Return
  • Latest Revision
  • Updated: 11/23/2019
  • Successful Requests: 1,036,357
  • Instructions Included: Yes

Use Form 5227 to:

Form 5227

None at this time.

  • Report the financial activities of a split-interest trust.
  • Provide certain information regarding charitable deductions and distributions of or from a split-interest trust.
  • Determine if the trust is treated as a private foundation and subject to certain excise taxes under Chapter 42.
  • product
  • product
  • product

Leave a comment

We use unpersonalized cookies to keep our site working and collect statistics for marketing purposes. See the Privacy and Cookie Policy