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
- Go toOrganizer,Forms 5227,Split-Interest Trust, and thenAsset and Donor Information.
- SelectAdd new Asset and Donor Information.
- Complete data entry for assets and donors.
- Perform an full recompute and re-create the e-file.
