New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

To enter beneficiaries who receive more than $5,000, enter each beneficiary on the Names screen. the Names screen is a multiple-unit input screen. Add a unit for each individual, organization, or other entity associated with the estate. When you enter a percent and/or a specific amount in the Additional Beneficiary Information section on the Names screen, you'll see the individual, estate, or trust on Form 706, Page 2.

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