706-US: Entering beneficiaries that earn more than $5,000 (FAQ)

Alerts and notices

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.