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2025›Instructions for Form 5227

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2025 Inst 5227 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States

Exception. A split-interest trust described below isn't required to file Form 5227 if:

  • The split-interest trust was created before May 27, 1969, and

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▸Contents — 2025 Inst 5227 (PDF)
2025 Inst 5227 (PDF)

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