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14 Jul 2009 | IRS Forms | National Publication | News story | 2 comments
Beginning in 2007, Form 5227 was revised to incorporate the Form 1041-A filing requirement for split-interest trusts described in section 4947(a)(2).  Beginning with 2007, charitable remainder trusts, charitable lead trusts, and pooled income funds are no longer...
6 Feb 2008 | IRS Forms | National Publication | News story
In response to changes brought about by The Pension Protection Act of 2006, the Service has issued a substantially revised Form 5227, Split-Interest Trust Information Return, for reporting by charitable remainder trusts, pooled income funds, charitable lead trusts for...
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