This article applies to:

Enter representative name on Form 706, Part 4

Select the

Names

screen.

Enter the representative information for yourself in a unit.

Complete the following fields on this screen: Entity type
, SSN or EIN
, and Individual name
.

You'll also need to complete the Additional Representative Information section at the bottom of the

Names

screen, including entering

X

in the Representative for Form 706, Part 4
field.

note

The

Names

screen is a multiple-unit input screen. Use a separate unit of the

Names

screen to enter applicable information for any individual or organization involved with the estate.