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- I am getting a diagnostic for a split interest trust because I do not have a recipient/beneficiary. What am I missing?
I am getting a diagnostic for a split interest trust because I do not have a recipient/beneficiary. What am I missing?
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mattgutz
Level 3
04-14-2023
04:32 AM
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"Form 5227, Page 7, Part III: At least one recipient/beneficiary must be present for efile purposes when the trust is a Charitable Remainder Annuity Trust or a Charitable Remainder Unitrust." I have 2 beneficiaries that received K1s. Can someone PLEASE help me figure this one out?
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Intuit_Al
Community Manager
04-14-2023
12:20 PM
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Thank you for your question. We will report this issue to our development team for further review. In the meantime, you can select Ignore for this diagnostic in the upper right of the diagnostic window. This will allow you to e-file this return.
Al
