Split-Interest Trust: Annual Return (Form 5227)Internal Revenue Service-2026

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The document is Form 5227, a Split-Interest Trust Information Return issued by the Department of the Treasury's Internal Revenue Service. It is used to report information regarding split-interest trusts for the tax year 2022, including details about trust income, deductions, distributions, and assets. The form requires specific financial data related to ordinary income, capital gains, nontaxable income, and charitable distributions. It also includes sections for reporting on various types of charitable trusts and compliance with tax regulations.

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Click ‘Get Form’ to open the Split-Interest Trust: Annual Return (Form 5227) in our editor.
Begin by filling out the trust's full name and employer identification number in Section A. Ensure accuracy as this information is crucial for IRS records.
In Part I, check the applicable boxes regarding the type of return you are filing, such as initial, final, or amended return. This helps categorize your submission correctly.
Proceed to Section A—Ordinary Income. Enter all relevant income figures including interest income and ordinary dividends. Use our platform’s calculation tools to ensure totals are accurate.
Complete Sections B and C for capital gains and nontaxable income respectively. Attach any necessary schedules as indicated in the form instructions.
Finally, review all entries for completeness and accuracy before signing electronically using our platform’s signature feature.

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2018	4.3 Satisfied (175 Votes)
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Where to send IRS form 5227?

PDSs deliver to: Internal Revenue Service Center 1973 Rulon White Blvd. M/S 6054 Ogden, UT 84201 Instructions for Form 5227 3 Page 4 PDSs cant deliver items to P.O. boxes.

How do I generate form 5227 for a charitable trust?

Follow these steps to generate Form 5227 for a charitable trust: Go to Input Return ⮕ General ⮕ Client Information. Scroll down to the Miscellaneous Info section. Locate the Type of Entity field select 6= Charitable Trust. Select Charitable Trust from the Type of Charitable Trust dropdown menu.

How to file form 5227 electronically?

You can also electronically file the Form 5227. This requires a separate export. You can toggle whether you are exporting the Form 1041 or the Form 5227 on Federal General Electronic Filing General Select Type of return to export Override (Interview Form EF-2, Box 91).

What is the IRS form for a charitable remainder trust?

Charitable remainder trusts must annually file Form 5227, Split-Interest Trust Information Return. Form 5227: Reports financial activities, including the disposition of the trusts assets. Accounts for current-year and accumulated trust income.

Who must file form 5227?

A CRT trustee must file Form 5227 each year to report the financial activities of the trust. This form must be filed on or before April 15th following the close of the trusts tax year. CRTs have a calendar tax year which means December 31st is the end of the trusts tax year.

the 5227 irs

Form 5227 PDF Form 5227 instructions Form 5227 due date Form 5227 public inspection Form 5227 example Form 5227 Schedule A Form 8868 Form 5227 instructions pdf

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Can IRS form 5227 be filed electronically?

You can electronically file a pooled income or charitable lead trust return with Form 1041 and Form 5227. The ability to electronically file Form 5227 was added on April 27, 2023.

Split-Interest Trust: Annual Return (Form 5227)Internal Revenue Service-2026

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How to use or fill out Split-Interest Trust: Annual Return (Form 5227) with our platform

See more Split-Interest Trust: Annual Return (Form 5227)Internal Revenue Service versions

Complete this form in 5 minutes or less

Got questions?

Where to send IRS form 5227?

How do I generate form 5227 for a charitable trust?

How to file form 5227 electronically?

What is the IRS form for a charitable remainder trust?

Who must file form 5227?

Security and compliance

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Can IRS form 5227 be filed electronically?

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