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Other Returns that May Be Required for Nonexempt and Split Interest trusts

See the instructions to Forms 1041, 1041-A, 4720, and 5227 for the filing requirements of nonexempt charitable trusts and split-interest trusts. Note that the requirements may vary depending on whether the tax year began before January 1, 2007.

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Page Last Reviewed or Updated: 25-Apr-2014