File Form 5227

Split-Interest Trust Information Return. $20 flat, manually reviewed. Currently in preview.

Trust & trustee

Trust EINTrust nameName controlIn care ofTrustee (business/institution)…or trustee (individual)Phone

StreetStreet 2CityState (US)ZIPForeign countryProvince (foreign)Postal code (foreign)

Fiduciary signer

NameTitlePhoneEmail5-digit PIN (auto if blank)Signature date

Trust details & Part I income/deductions

Tax yearTrust typeFMV of assets (EOY)Gross incomeTrust creation dateEarly-termination agreement signed?

Part I — income

1 — Taxable interest2a — Ordinary dividends2b — Qualified dividends3 — Net business profit/loss4 — Net rental income/loss5 — Net farm profit/loss6 — Total ordinary gain/loss7 — Total other income8 — Total income9 — Total short-term capital gain/loss10 — Total long-term capital gain/loss11 — Unrecaptured §1250 gain12 — Collectibles 28% gain13 — Total net gain/loss14 — Tax-exempt interest15 — Total other nontaxable income16 — Total nontaxable income

Line 7 — itemized other income

Line 15 — itemized other nontaxable income

Part I — deductions

17 — Interest18 — Taxes19 — Trustee fees20 — Tax preparation fees21 — Other deductions22 — Total deductions23 — Charitable deductions24a — Total ded. allocable to ordinary income24b — Net ordinary income25a — Total ded. allocable to capital gains25b — Net capital gain/loss26a — Total ded. allocable to nontaxable income26b — Net nontaxable income

Part II — Accumulation schedule

Undistributed income — prior tax years

Current-year net income before distributions

Total distributable income

Current-year distributions from income

Undistributed income — end of year

Part III — Distributions

1 — Principal distributed (prior years)4 — Total principal distributed5a — Income set aside (prior years)6 — Total income set aside (charitable ded.)9 — Total income set aside + distributed10 — CarryoverCurrent-year total distributions

Charitable distributions (principal / set-aside)

Part IV — Balance sheet

Fields marked * are required totals.

Cash (BOY)Cash (EOY)Cash (FMV)Savings & temp cash (BOY)Savings & temp cash (EOY)Savings & temp cash (FMV)Accounts receivable (gross)A/R allowance for doubtful acctsAccounts receivable (BOY)Accounts receivable (EOY)Accounts receivable (FMV)Receivable from officers (BOY)Receivable from officers (EOY)Receivable from officers (FMV)Other notes/loans receivable (gross)Other receivable allowanceOther notes/loans receivable (BOY)Other notes/loans receivable (EOY)Other notes/loans receivable (FMV)Inventories (BOY)Inventories (EOY)Inventories (FMV)Prepaid expenses (BOY)Prepaid expenses (EOY)Prepaid expenses (FMV)US govt obligations (BOY)US govt obligations (EOY)US govt obligations (FMV)Corporate stock (BOY)Corporate stock (EOY)Corporate stock (FMV)Corporate bonds (BOY)Corporate bonds (EOY)Corporate bonds (FMV)Investment land cost/basisInvestment land accum. depreciationLand & bldg investments (BOY)Land & bldg investments (EOY)Land & bldg investments (FMV)Other investments (BOY)Other investments (EOY)Other investments (FMV)Land/bldg/equipment cost/basisLand/bldg/equipment accum. deprec.Land/bldg/equipment (BOY)Land/bldg/equipment (EOY)Land/bldg/equipment (FMV)Other assets (BOY)Other assets (EOY)Other assets (FMV)Total assets (BOY) *Total assets (EOY) *Total assets (FMV) *Accounts payable (BOY)Accounts payable (EOY)Accounts payable (FMV)Deferred revenue (BOY)Deferred revenue (EOY)Deferred revenue (FMV)Loans from officers (BOY)Loans from officers (EOY)Loans from officers (FMV)Mortgages/notes payable (BOY)Mortgages/notes payable (EOY)Mortgages/notes payable (FMV)Other liabilities (BOY)Other liabilities (EOY)Other liabilities (FMV)Total liabilities (BOY) *Total liabilities (EOY) *Total liabilities (FMV) *Trust principal/corpus (BOY) *Trust principal/corpus (EOY) *Undistributed income (BOY) *Undistributed income (EOY) *Undistributed capital gains (BOY) *Undistributed capital gains (EOY) *Undistributed nontaxable income (BOY) *Undistributed nontaxable income (EOY) *Total net assets (BOY) *Total net assets (EOY) *Total liabilities + net assets (BOY) *Total liabilities + net assets (EOY) *

Parts V–VI — Annuity / unitrust computation

Include

Parts VII–IX — Statements regarding activities

Include

Net investment income & §664 schedules

Include

§664 current-distribution schedule rows

§664 trust assets / donor schedule rows

Attached forms

Every form a Form 5227 can carry. Attach one by naming its MeF element and the elements it files — they pass through to the return as written. Each also downloads as the IRS's own fillable PDF.

Trust & trustee

Fiduciary signer

Trust details & Part I income/deductions

Part I — income

Line 7 — itemized other income

Line 15 — itemized other nontaxable income

Part I — deductions

Part II — Accumulation schedule

Part III — Distributions

Charitable distributions (principal / set-aside)

Part IV — Balance sheet

Parts V–VI — Annuity / unitrust computation

Parts VII–IX — Statements regarding activities

Net investment income & §664 schedules

§664 current-distribution schedule rows

§664 trust assets / donor schedule rows

Attached forms

Forms filed with this return