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  • 2012 Form 5227 Fill In

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ALERT Tax & Benefits April 10, 2008 Revised IRS Form 5227 Now Open to Public Inspection In response to changes made by the Pension Protection Act of 2006, the IRS recently released a revised Form.

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Use Form 8736 to request an automatic 3-month extension of time to file a return for: Trusts filing Form 1041, U.S. Income Tax Return for Estates and Trusts, Form 1041-N, U.S. Income Tax Return for Electing Alaska Native Settlement Trusts, or Form 1041-QFT, U.S. Income Tax Return for Qualified Funeral Trusts.

A split-interest trust other than an IRC Section 664 charitable remainder trust must file Form 1041 with Form 5227 if it has $600 of gross income or any taxable income during the year. ... For charitable remainder trusts, there is no requirement that the named charity even know of its impending gift.

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. The presence of a Form 5227 does not prevent e-filing a 1041, but the 5227 is not transmitted with the 1041.

Filing Requirements Some nonexempt charitable and charitable remainder trusts may be required to file an income tax return, Form 1041, in addition to the required information return.

Form 8868 Mailing Address for the IRS Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0045. An application for extension of time to file Form 8870 must be sent in paper format to the address above.

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.

Use Form 8868 to request an automatic extension of time to file. The request for an automatic extension must be filed by the due date of the return.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232