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

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

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.

Salutation

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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