Enter beneficiaries that earn more than $5,000
- Select theNamesscreen.
- Enter each beneficiary.
- TheNamesscreen is a multiple-unit input screen. Add a unit for each individual, organization, or other entity associated with the estate.
- When you enter a percent and/or a specific amount in the Additional Beneficiary Information section on theNamesscreen, you'll see the individual, estate, or trust on Form 706, Page 2.