Beneficiary Name list

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The Beneficiary Name list displays each beneficiary entered in the return.

  • To add a new beneficiary, click the Add Add button button or press CTRL+A, and enter the beneficiary's information in the Beneficiary tab.
  • To update a beneficiary's information, highlight the appropriate name in the Beneficiary Name list. Then, update the beneficiary's information in the tabs to the right of the Beneficiary Name list. UltraTax CS uses the information entered in the tabs to complete both the federal and state returns.
  • To delete a beneficiary, highlight the appropriate beneficiary in the Beneficiary Name list, and click the Delete Delete button button or press CTRL+D.

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