About Form 5227, Split-Interest Trust Information Return

 

Use Form 5227 to:

  • 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.

Current revision

Recent developments

None at this time.

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Page Last Reviewed or Updated: 23-Jan-2025