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Error: The field ‘RecipientNm’ with value '', data is missing

This validation error occurs on Form 5227 when the RecipientNm field is empty in the Section 664 Trust Current Distribution Schedule Group.

Error message

Validation failed on [FILE_ID]: Form: IRS5227[1][@documentId='IRS5227] Sect664TrCurrentDistriSchGrp[1]/RecipientNm[1] Description: Recipient LineNumber: Column (a) Requirement: Typically used for a person's name. Legal Characters: A-Z, a-z, 0-9, hyphen, apostrophe and single space. Illegal Character: leading space, trailing space, adjacent spaces, and other symbols. Error: The field 'RecipientNm' with value '', data is missing. Element Name: RecipientNm XPath: //IRS5227[@documentId='IRS5227']/Sect664TrCurrentDistriSchGrp[1]/RecipientNm[1] XML Fragment: Field Key: 0,0,0,0,0,0,0,0,0 Error Code: [CODE] Error Reason: '' violates pattern constraint of '([A-Za-z0-9'-] ?)*[A-Za-z0-9'-]'. The element '{http://www.irs.gov/efile}RecipientNm' with value '' failed to parse.

Solution

  1. Go to
    Organizer
    Beneficiary Info (Split Interest Trust)
    Beneficiary Data
    Beneficiary Information
    (Beneficiary Name)
    General Beneficiary Information
    Bene Name/Address/Distribution Info tab
    .
  2. In the
    Reformat Individual Beneficiary Name
    section, select the
    Reformat Individual Beneficiary Name
    hyperlink.
  3. This lets the Beneficiary First Name, Middle Initial, and Last Name transfer to the fields required for the e-file.
  4. Perform a Full Recompute, then Recreate e-file.

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