Beneficiary Information window

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Beneficiary Information window to enter beneficiary data. The beneficiaries you add appear in the Beneficiary Name list to the left of this window.

To open the Beneficiary Information window, click the Beneficiary Information Beneficiary Information button button.

Components of this window

Beneficiary Information menu

Beneficiary Information toolbar

Beneficiary Name list

Beneficiary tab

Federal tab

State tabs

Note: The Excel Export/Import utility allows you to quickly and efficiently import and export beneficiary information to and from UltraTax/1041 and a Microsoft Excel workbook.

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