Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

1041 E-file errors

X0000-005 e-file error

The XML data has failed schema validation.
This error can occur when the return doesn't conform to the IRS specifications for electronic filing.

Solution

Confirm the following:
  • There are no critical diagnostic messages.
  • You're on the most current version and no updates are available in CS Connect.
  • The trust or estate name can contain only alpha characters (A-Z), numeric characters (0-9), and the following special characters: ampersand (&) and hyphen (-). The first character of the trust or estate name must be an alpha character.
  • If a beneficiary's name or the estate's or trust's name contains a title or suffix that can be expressed as a numeric relationship, convert the title or suffix to a Roman numeral. For example, enter Jim Smith 3rd as Jim Smith III.
  • Check for additional special characters.  The IRS may or may not allow certain special characters. They typically allow ampersand (&), hyphen (-), percent (%), backslash (\), among others. For additional information, refer to IRS Publication 4164, Modernized e-File (MeF) Guide for Software Developers And Transmitters.
If you've confirmed the items above and you're still receiving this rejection, contact Support.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary
  • Subject: e-file
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close