706-US: "BLANK" is printing on the transmittal letters (FAQ)

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

Why is "BLANK" printing on the transmittal letter?

Answer

Per the IRS, there must be a contact executor that signs Form 706, Page 1. To identify this executor, choose the applicable individual on Screen Names and enter code 1 in the Executor: Type field. If code 1 is not selected, "BLANK" prints on the transmittal letter. If you have multiple executors, at least one executor must be assigned code 1 in the Executor: Type field. All other executors should be assigned code 2.

Share This