Efile diagnostic for non-efiled Form 5227

Forum|Forum|4 years ago
February 20, 2022
3 replies
28 views

The federal boxes at the top of screen 1 are not checked.

In Settings, the "default to efile" box is set to "no". The IRS does not accept e-file for Form 5227.

On screen 47, I suppressed Form 1041-A.

Why am I receiving critical diagnostic 14166?

It says:

"e-file: The federal return was selected for e-file, but Form 1041 is not applicable for this file. Turn off federal for e-file by unchecking the box in Client Information. (ref. #14166)"

This causes a validation error, apparently, that will prevent e-filing of the state (PA) return.

This topic has been closed for replies.

George4Tacks

Level 15

https://proconnect.intuit.com/community/fiduciary/help/fiduciary-balance-sheet-frequently-asked-questions/00/4158

Answers are easy. Questions are hard!

T

TimburghAuthor

Level 3

I’ve been preparing the 5227s for years, but thanks for responding.

My issue concerns the e-file diagnostic which the software incorrectly generates. The solution turned out to be, I think, to ignore the critical diagnostic. I hope, anyway. I will try to e-file soon, fingers crossed.

L

lshCPA

Level 3

Have you looked at the Form 5227 instructions this year? The IRS is planning to add an efiling option for 5227. I've been trying to find the timeline so I can decide whether to print these for paper filing or wait for the efiling option.

I hope someone chimes in. I've emailed my rep but he must be on out on winter vacay.