Epstein Index›Documents›EFTA00598601
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA00598601: Perjury, Tuition and Treat (DS9)

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This document is a tax form completed under penalty of perjury containing sections on qualified tuition programs under section 529(c)(2)(B), QTIP treatment of annuities, and instructions for mailing returns in the same envelope. The form includes refund calculations and spousal consent provisions, with standard IRS certification language.

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PersonKeyword
Excerpt 1
Attach check money order here. 20 If line 18 is greater than line 17, enter amount to be refunded 20 Under penalties of **perjury**, I declare that I have
Excerpt 2
If "Yes," attach explanation Yes No B Check here if you elect under section 529(c)(2)(B) to treat any transfers made this year to a qualified **tuition** program
Excerpt 3
Estates Received From Spouse in the instructions. 12 Election Out of QTIP Treatment of Annuities Check here if you elect under section 2523(f)(6) not to **treat**

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