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