Form 5227, the Split-Interest Trust Information-2025

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The document is the Form 5227, a Split-Interest Trust Information Return required by the Internal Revenue Service (IRS) for reporting income, deductions, and distributions of split-interest trusts for the tax year 2024. It includes sections for detailing trust information, income and deductions, capital gains, nontaxable income, and various schedules related to charitable distributions and financial activities of the trust.

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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.

Does a split-interest trust file Form 1041?

If the split-interest trust has any taxable income, it may still be required to file Form 1041 to report and pay tax on that income.

What trusts must file form 1041?

The fiduciary (or one of the joint fiduciaries) must file Form 1041 for a domestic trust taxable under section 641 that has: Any taxable income for the tax year, Gross income of $600 or more (regardless of taxable income), or. A beneficiary who is a nonresident alien.

What is a split interest trust?

Although a CRT is generally not taxable, it may nevertheless file several trust tax forms normally associated with taxable trusts. A CRT trustee must file Form 1041 Income Tax Return for Trusts and Estates if the CRT has UBI. This form must be filed by April 15th.

Does a slat file form 1041?

The SLAT does need to file a blank Form 1041 income tax return with a statement that basically lets the IRS know that the income and deductions of the SLAT are going onto the tax return of the donor, or the married couple if they file jointly.

form 5227

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What is an example of a split-interest trust?

For example, Hyram Jones created a split-interest trust that is required annually to pay Melanie Jones 5 percent of the net fair market value of the trust assets, valued annually, for her life; and to pay the remainder to Y, a section 501 (c)(3) organization.

Who must file form 5227?

All pooled income funds described in section 642(c)(5) and all other trusts such as charitable lead trusts that meet the definition of a split-interest trust under section 4947(a)(2) must file Form 5227 unless the Exception [listed on page 1 of Form 5227 instructions] applies.

Form 5227, the Split-Interest Trust Information-2025

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How do I generate Form 5227 for a charitable trust?

Does a split-interest trust file Form 1041?

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What is an example of a split-interest trust?

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