706-US: Entering beneficiaries that earn more than $5,000 (FAQ)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.


Where do I enter beneficiaries who receive more than $5,000?


Enter each beneficiary on Screen Names. Screen Names is a multiple-unit input screen. Add a unit for each individual, organization, or other entity associated with the estate. When you enter a percent and/or a specific amount in the Additional Beneficiary Information section on Screen Names, you'll see the individual, estate, or trust on Form 706, Page 2.

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