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This topic provides general information about the 706 federal return processing guidelines.
UltraTax CS allows the creation of multiple copies of the same input screen. When more than one input screen is used, each copy is referred to as a "unit." The following table lists the multiple-unit input screens and the maximum number of units available for each screen for UltraTax/706. These maximums are the number of units possible up to the per-return limit of 5,000 input screens.
For information about accessing multiple-unit input screens, see Multiple-unit input screens.
| Multiple-unit input screen |
Number of units possible |
| Screen Asset, Asset Information |
5,000 |
| Screen Bene, Beneficiary Allocation Ratios |
5,000 |
| Screen CE, Foreign Death Tax Payments |
999 |
| Screen Names, Identify Spouse, Beneficiary, Executor, Representative |
5,000 |
| Screen P, Foreign Death Tax Credit |
999 |
| Screen PC, Protective Claim for Refund |
999 |
| Screen Q, Transferor Information |
999 |
The following states are available for UltraTax/706.
| California |
Connecticut |
| Delaware |
Illinois |
| Maine |
Maryland |
| Massachusetts |
Minnesota |
| New Jersey |
New York |
| Oregon |
Pennsylvania |
| Rhode Island |
The following list outlines the capacities of UltraTax/706.
- Handles dollar amounts ranging from -$999,999,999 to $999,999,999.
- Allows up to 5,000 units of each multiple-unit input screen.
- Dynamically allocates client data as needed to minimize disk space requirements.
- Accommodates 30,000 active clients at the same time.
- Allows up to 65,500 statement dialogs.
Use the following screens to complete the following returns.
| Return |
Screen |
| 706 |
706, Asset, A1, Cert, A-L, Gifts, M&O, Names, Bene, OthInfo, P, PayExt, PC, POA, POA-2, Q, R, R1, U |
| 706-A |
706, 706A, Asset, PayExt, POA, POA-2 |
| 706-CE |
706, CE |
| 706-NA |
706, Asset, A1, A-L, M&O, PayExt, POA, POA-2, Q, R, R1, NA |
| 4768 |
706, PayExt |
Use the statement dialog for the Description field on Screen Asset. There are two major advantages when you enter property descriptions in one statement dialog. First, you can edit descriptions by inserting and deleting text. Second, you can reassign assets entered on the screen to different schedules as necessary without having to re-enter asset information.
See Entering and editing property descriptions for more information.
2018 UltraTax CS
