Form 5227 (2025): Split-Interest Trust Information Return
Form 5227 is the IRS form titled “Split-Interest Trust Information Return.”
Form Details
- Tax Year
- 2025
- Revision
- 2025
- Pages
- 7
- File Size
- 335 KB (PDF)
- Due Date
- April 15, 2026 — extended: October 15, 2026
- Category
- Estates, Trusts & Gifts
Due dates are for calendar-year filers, as published by the IRS for the 2025 tax year; a weekend or legal holiday moves a due date to the next business day.
Who Uses Form 5227
Estates, trusts, executors, fiduciaries and people who make taxable gifts.
Related Forms
- Extension:Form 8868 — Application for Automatic Extension of Time To File an Exempt Organization Return or Excise Taxes Related to Employee Benefit Plans
Zentavos can prepare and e-file this for you
A tax professional prepares and reviews your federal return — with Form 5227 when your return needs it — and files it electronically with the IRS.
See Tax PrepFrequently Asked Questions
Download the blank Form 5227 PDF from this page. It is the official IRS file, delivered from IRS.gov — Zentavos does not change it. You can also find it on the IRS's page for Form 5227.
Yes. This is the 2025 revision of Form 5227, the version for tax year 2025.
Yes. Zentavos prepares and e-files federal tax returns for individuals and businesses, including the forms and schedules each return needs. If Form 5227 is part of your filing, our team can prepare it with your return — see Tax Prep to get started.
Source: IRS.gov — Form 5227