F5227-006 e-file error

ChrtblRemainderUnitrustInd: If Form 5227, ['ChrtblRemainderAnnuityTrustInd' or 'ChrtblRemainderUnitrustInd'] is checked and 'FinalReturnInd' is not checked, then each of the following must have a value on Form 5227, Schedule A: 'TotalDistributableIncomeGrp' and 'Sect664TrCurrentDistriSchGrp' and 'Sect664TrAssetsDonorGrp'.
This happens when asset and donor information isn't entered for the Charitable Remainder Unitrust.

Solution

  1. Go to
    Organizer
    ,
    Forms 5227
    ,
    Split-Interest Trust
    , and then
    Asset and Donor Information
    .
  2. Select
    Add new Asset and Donor Information
    .
  3. Complete data entry for assets and donors.
  4. Perform an full recompute and re-create the e-file.
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