Enter beneficiaries that earn more than $5,000

  1. Select the
    Names
    screen.
  2. Enter each beneficiary.
  3. The
    Names
    screen is a multiple-unit input screen. Add a unit for each individual, organization, or other entity associated with the estate.
  4. 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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