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This article applies to:

  • Product: UltraTax CS
  • Return type: 706 Estate Tax

Allocate an asset to a single beneficiary

  1. Select the
    Beneficiary
     folder, then select the
    Names
     tab.
  2. Enter the beneficiary information under Identify Spouse, Beneficiary, Executor, Representative.
  3. Select the
    Asset
     folder, under General Information, choose the beneficiaries’ name from the
    Beneficiary / ratio
     field.

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