Part I. Accumulation Schedule (Section 664
2025 Inst 5227 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States
Trust Only) The following information applies to lines 2a and 2b.
Line 2a. Enter the total of all distributions for 2025 on the short line to the immediate right of the “2025.”
Line 2b. Enter the amount distributed from each income category.
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