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F5227-006 e-file error
Missing Data: /Return/ReturnData/IRS5227/ChrtblRemainderUnitrustInd: If Form 5227, [ 'ChrtblRemainderAnnuityTrustInd' or 'ChrtblRemainderUnitrustInd' ] is checked and 'FinalReturnInd' is not checked and 'SplitIntTrIncmIntExprBfrCYInd' is not checked, then each of the following must have a value on Form 5227, Schedule A: 'TotalDistributableIncomeGrp' and 'Sect664TrCurrentDistriSchGrp' and 'Sect664TrAssetsDonorGrp'. (value X, rule F5227-006-01)
This happens when asset and donor information isn't entered for the Charitable Remainder Unitrust.
Solution
- Go to theSIT-3screen in theSplit-Interestfolder.
- Open theAssets and donor informationstatement.
- Complete the fields in the statement. If there were no donations, only complete theDonor's NameandAddress.
- Recreate and resubmit the electronic file.
This article applies to:
- Product: UltraTax CS
- Return type: 1041 Fiduciary
- Subject: e-file