Screen Names - Identify Spouse, Beneficiary, Executor, Representative (706)

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Spouse, Beneficiary, Executor, Representative Information

If an individual, relationship to decedent

Enter a description of the relationship of the individual, such as son or friend, to the decedent.

If charitable organization, character of institution

Enter a description of the type of charitable organization, such as church, school, or shelter.

Executor: Type

If this is an executor, enter the code that describes whether this is the executor or one of multiple executors signing the return.

Additional Beneficiary Information

Letter and Slipsheet from Executor

Enter X to generate a transmittal letter and slipsheet from the executor to the beneficiary.


The name you enter in this field will appear on the transmittal letter that UltraTax CS will generate with Form 8971, Schedule A. You don’t need to enter "Dear" because the program will automatically add a salutation. If you choose to leave this field blank, the transmittal letter will default to "Dear Beneficiary."

Schedule E, co-tenant letter

If an individual other than the surviving spouse owned joint property with the decedent, enter a letter, beginning with A, to identify the co-tenant on Schedule E, Part 2.

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