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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.
Who must file form 5227?
All charitable remainder trusts described in section 664 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 next applies.
How do I generate form 5227 for a charitable trust?
Follow these steps to generate Form 5227 for a charitable trust: Go to Screen 1, Client Information. Scroll down to the Miscellaneous Info section. Locate the Type of Entity field. Select Charitable Trust from the Type of Charitable Trust dropdown menu. Complete all other applicable information on this screen.
Can form 5227 be filed?
Form 5227, Split-Interest Trust Information Return, cannot be e-filed. The form is available in the 1041 fiduciary return by completing applicable screens on the 5227 tab.
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About Form 5227, Split-Interest Trust Information Return
Information about Form 5227, Split-Interest Trust Information Return, including recent updates, related forms and instructions on how to file. Use Form 5227 ...
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