706-US: Representative name on Form 706, Part 4 (FAQ)

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Question

How do I add my name to Form 706, Part 4?

Answer

Enter the representative information for yourself in a unit of Screen Names. You need to complete the following fields on this screen: Entity type, SSN or EIN, and Individual name. You also need to complete the Additional Representative Information section at the bottom of Screen Names, including entering X in the Representative for Form 706, Part 4 field.

Note: Screen Names is a multiple-unit input screen. Use a separate unit of Screen Names to enter applicable information for any individual or organization involved with the estate.

Related topics

706-US: Form 706 FAQs

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