Question
I am getting a diagnostic for a split interest trust because I do not have a recipient/beneficiary. What am I missing?
"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?
