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Click ‘Get Form’ to open the 5227 form in the editor.
Begin by entering the full name of the trust and its Employer Identification Number (EIN) in the designated fields at the top of the form.
Select the type of entity from the options provided, such as Charitable Lead Trust or Charitable Remainder Unitrust, ensuring you check all applicable boxes.
Fill in the fair market value of assets at the end of the tax year and provide details regarding gross income and deductions in Sections A through D.
Complete Part II by detailing distributions made for charitable purposes, including payee information and amounts distributed.
Review all sections for accuracy before saving your work. Utilize our platform's features to sign and share your completed form easily.

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What is a form 5227?

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.

5227 form-2025

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