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

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Question

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

Answer

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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