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Federal forms, ICRs, and supporting documents

OMB control number

Form 5227 - Split-Interest Trust Information Return

OMB 1545-0196 · TREAS/IRS.

OMB 1545-0196

The data reported is used to verify that the beneficiaries of a charitable remainder trust include the correct amounts in their tax returns, and that the split-interest trust is not subject to private foundation taxes.

The latest form for Form 5227 - Split-Interest Trust Information Return expires 2026-08-31 and can be found here.

Latest Forms, Documents, and Supporting Material
Document
Name
Form
Supporting Statement A
All Historical Document Collections
Approved without change
 Extension without change of a currently approved collection 2023-06-29
Approved without change
 Extension without change of a currently approved collection 2020-04-30
Approved without change
 Revision of a currently approved collection 2016-06-30
Approved without change
 Extension without change of a currently approved collection 2013-03-26
Approved without change
 Revision of a currently approved collection 2010-01-27
Approved without change
 No material or nonsubstantive change to a currently approved collection 2008-01-28
Approved without change
 No material or nonsubstantive change to a currently approved collection 2007-12-31
Approved without change
 Extension without change of a currently approved collection 2006-11-15
Approved without change
 No material or nonsubstantive change to a currently approved collection 2004-12-08
Approved without change
 No material or nonsubstantive change to a currently approved collection 2004-09-23
Approved without change
 Revision of a currently approved collection 2003-10-08
Approved without change
 No material or nonsubstantive change to a currently approved collection 2001-10-05
Approved without change
 Extension without change of a currently approved collection 2000-09-26
Approved without change
 No material or nonsubstantive change to a currently approved collection 1999-06-24
Approved without change
 No material or nonsubstantive change to a currently approved collection 1998-12-17
Approved without change
 No material or nonsubstantive change to a currently approved collection 1998-12-08
Approved without change
 Extension without change of a currently approved collection 1998-04-29
Approved without change
 No material or nonsubstantive change to a currently approved collection 1995-12-05
Approved without change
 Revision of a currently approved collection 1995-04-14
Approved with change
 No material or nonsubstantive change to a currently approved collection 1993-03-26
Approved without change
 Revision of a currently approved collection 1992-10-26
Approved without change
 Revision of a currently approved collection 1990-02-28
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-08-30
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-06-27
Approved with change
 No material or nonsubstantive change to a currently approved collection 1989-06-15
Approved without change
 Revision of a currently approved collection 1987-07-29
Approved without change
 Revision of a currently approved collection 1985-07-16
Approved without change
 Revision of a currently approved collection 1983-09-21
Approved without change
 Revision of a currently approved collection 1982-09-27
Approved without change
 Revision of a currently approved collection 1981-09-18
Approved without change
 Revision of a currently approved collection 1981-04-01
OMB Details

Form 5227 - Split-Interest Trust Information Return

Federal Enterprise Architecture: General Government - Taxation Management

Form 5227Split-Interest Trust Information ReturnFillable PrintableForm

Review document collections for all forms, instructions, and supporting documents - including paper/printable forms.