OMB.report

Federal forms, ICRs, and supporting documents

OMB control number

Form 5227 - Split-Interest Trust Information Return

OMB 1545-0196 ยท 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 is listed under ICR 202305-1545-005.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 5227 Form 5227 - Split-Interest Trust Information ReturnForm
2023 Supporting Statement 1545-0196_LV.docxSupporting Statement A
Form 5227 - Split-Interest Trust Information Return Form
Form 5227 - Cap Gains Worksheet Other-Worksheet
Form 5227 - Ordin. Income Distribution Worksheet Other-Worksheet

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202305-1545-005 Extension without change of a currently approved collection 2023-06-29 Approved without change
202001-1545-026 Extension without change of a currently approved collection 2020-04-30 Approved without change
201606-1545-011 Revision of a currently approved collection 2016-06-30 Approved without change
201303-1545-013 Extension without change of a currently approved collection 2013-03-26 Approved without change
200902-1545-002 Revision of a currently approved collection 2010-01-27 Approved without change
200801-1545-022 No material or nonsubstantive change to a currently approved collection 2008-01-28 Approved without change
200711-1545-014 No material or nonsubstantive change to a currently approved collection 2007-12-31 Approved without change
200610-1545-026 Extension without change of a currently approved collection 2006-11-15 Approved without change
200412-1545-037 No material or nonsubstantive change to a currently approved collection 2004-12-08 Approved without change
200409-1545-050 No material or nonsubstantive change to a currently approved collection 2004-09-23 Approved without change
200310-1545-005 Revision of a currently approved collection 2003-10-08 Approved without change
200110-1545-023 No material or nonsubstantive change to a currently approved collection 2001-10-05 Approved without change
200009-1545-023 Extension without change of a currently approved collection 2000-09-26 Approved without change
199906-1545-038 No material or nonsubstantive change to a currently approved collection 1999-06-24 Approved without change
199812-1545-040 No material or nonsubstantive change to a currently approved collection 1998-12-17 Approved without change
199812-1545-027 No material or nonsubstantive change to a currently approved collection 1998-12-08 Approved without change
199804-1545-026 Extension without change of a currently approved collection 1998-04-29 Approved without change
199512-1545-017 No material or nonsubstantive change to a currently approved collection 1995-12-05 Approved without change
199504-1545-005 Revision of a currently approved collection 1995-04-14 Approved without change
199303-1545-022 No material or nonsubstantive change to a currently approved collection 1993-03-26 Approved with change
199210-1545-012 Revision of a currently approved collection 1992-10-26 Approved without change
199002-1545-011 Revision of a currently approved collection 1990-02-28 Approved without change
198908-1545-063 No material or nonsubstantive change to a currently approved collection 1989-08-30 Approved with change
198906-1545-042 No material or nonsubstantive change to a currently approved collection 1989-06-27 Approved with change
198906-1545-028 No material or nonsubstantive change to a currently approved collection 1989-06-15 Approved with change
198707-1545-035 Revision of a currently approved collection 1987-07-29 Approved without change
198507-1545-017 Revision of a currently approved collection 1985-07-16 Approved without change
198309-1545-026 Revision of a currently approved collection 1983-09-21 Approved without change
198209-1545-038 Revision of a currently approved collection 1982-09-27 Approved without change
198109-1545-152 Revision of a currently approved collection 1981-09-18 Approved without change
198104-1545-196 Revision of a currently approved collection 1981-04-01 Approved without change

OMB Details

Form 5227 - Split-Interest Trust Information Return

Federal Enterprise Architecture: General Government - Taxation Management

Information collection instruments
FormNameElectronic accessType
Form 5227Split-Interest Trust Information ReturnFillable PrintableForm

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