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This article applies to:

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

Amend estate tax returns

To amend Form 706, follow the instructions below.
  1. Choose
    File
     then
    Open Client
    , select the desired client, and select
    Open
    .
  2. Select the
    General
     folder then open the
    706
     screen.
  3. Mark the
    Amended return
     box. When you mark this field, the application will print "Supplemental Information" across the top of Form 706 per IRS instructions.

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