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Error: The field 'MiddleInitial' with value '', data is missing or unexpected

This happens when there is an illegal character in the middle initial field or its missing a value.

Error messages

Form: MiddleInitial[1] 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 'MiddleInitial' with value '', data is missing.
Error: Field 'MiddleInitial' is unexpected Element Name: MiddleInitial Error Reason: Element '{http://www.irs.gov/efile}MiddleInitial' is unexpected according to content model of parent element '{http://www.irs.gov/efile}Partner'. Expecting: {http://www.irs.gov/efile}Individual, {http://www.irs.gov/efile}Corporation, {http://www.irs.gov/efile}TrustEstate, {http://www.irs.gov/efile}Partnership, {http://www.irs.gov/efile}SCorporation, {http://www.irs.gov/efile}OtherEntity.
Validation failed on [FILE_ID]: Form: Error: The field 'MiddleInitial' with value '', data format is not correct. Element Name: MiddleInitial Error Reason: '' violates pattern constraint of '[A-Za-z]'. The element '{http://www.irs.gov/efile}MiddleInitial' with value '2' failed to parse.

Solution

  1. In Organizer, select
    Partner Information
    Partner by Partner Data
    Columnar Partner Entry
    Reformat Partner Name for State Purposes
    .
  2. Locate the partner with the invalid middle initial value. Clear the number or special character, or change it to the correct alphabetic middle initial.
  3. In the
    Automatic Reformat - Partner Name
    section, remove the middle initial from any partners that do not have an entity type of
    Individual
  4. Check
    View
    , then
    Overrides
    to make sure there isn't an incorrect name missed somewhere.
  5. Recompute and recreate the e-file.
note
If the invalid characters came from a direct K-1 import, correct the import source file so future imports don't include numbers or special characters (such as &) in the middle initial field.

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