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Index of all UltraTax CS - 706 help
Here's a list of all articles for 706 Estate Tax. Feel free to explore!
- Allocation
- Allocate an asset among multiple beneficiaries
- Allocate an asset to a single beneficiary
- Allocate an asset to a single beneficiary other than the Surviving Spouse or Trust beneficiary receiving QTIP property
- Allocate deductions to beneficiaries
- Allocate estate assets and deductions to a spouse
- Allocate estate assets and deductions to charities
- Allocate residual estate
- Federal input screens
- 706 frequently asked questions
- Other Return Options > Consent tab (706)
- Screen 56 - Fiduciary Relationship (706)
- Screen 706 - Decedent, Executor Elections, General (706)
- Screen 706A - Additional Estate Tax Information (706)
- Screen 8822 - Change of Address (706)
- Screen 8918 - Material Advisor Disclosure Statement (706)
- Screen 8971 – Information Regarding Beneficiaries Acquiring Property (706)
- Screen A-L - Assets, Income, Expenses, Debts, Losses (706)
- Screen A1 - Special Valuation (706)
- Screen Asset - Asset Information (706)
- Screen Bene - Beneficiary Allocation Ratios (706)
- Screen CE - Foreign Death Tax Payments (706)
- Screen Contact - Client Contact Information (706)
- Screen Elect - Elections (706)
- Screen eSign - Electronic Signature (706)
- Screen Letter - Client document options (706)
- Screen M & O - Bequests and Allocation of Taxes (706)
- Screen NA - Nonresident Return (706)
- Screen Names - Identify Spouse, Beneficiary, Executor, Representative (706)
- Screen OthInfo - Questions Regarding the Estate or Trust (706)
- Screen P - Foreign Death Tax Credit (706)
- Screen PayExt - Payments, Credits, Deductions, Extension (706)
- Screen PC - Protective Claim for Refund (706)
- Screen POA - Power of Attorney and Tax Information Authorization (706)
- Screen Q - Transferor Information (706)
- Screen R - Generation Skipping Transfer Tax Payable by Estate (706)
- Screen R1 - Generation Skipping Transfer Tax Payable by Trust (706)
- Screen U - Conservation Easement (706)
- Filing
- Import assets from Excel into a 706 return
- Processing
- Alternate dates and values not printing on schedules
- Calculate residual bequest: Charitable
- Calculate residual bequest: Marital
- Calculate Schedule M
- Community property data entry
- Complete Form 8971 to report assets allocated to beneficiaries (706)
- Define client-specific miscellaneous variables
- Enter and edit property descriptions
- Enter authorized acts and signature information
- Enter beneficiaries that earn more than $5,000
- Enter data for the State Asset Worksheet
- Enter representative name on Form 706, Part 4
- Enter representative, appointee, and tax matters information for Forms 2848 and 8821
- Enter Schedule O charitable bequests
- Form 706 not printing
- Form 706-A not printing
- Form 706-NA not printing
- Interest in residual estate: Charitable
- Populate filer's signature (other than executor) on Form 4768, extension for estate tax return
- Portability election
- Report assets on Form 706-NA
- Select a custom transmittal letter, invoice, and custom paragraph
- Set print and notification options for Power of Attorney and tax information authorization forms
- States
- California
- Connecticut
- Screens
- 706 Connecticut frequently asked questions
- 706 Connecticut frequently asked questions
- Screen CTDom - Connecticut Domicile Information (706)
- Screen CTGen - Connecticut General Information (706)
- Screen CTLetter - Connecticut Custom Paragraphs and Elections (706)
- Screen CTNT - Connecticut Nontaxable Estate Information (706)
- Screen CTPay - Connecticut Payments, Extension, Penalties (706)
- Screen CTPOA - Connecticut Power of Attorney (706)
- Screens
- Delaware
- Screens
- Illinois
- Maine
- Maryland
- Massachusetts
- Screens
- Screen MAA-L - Massachusetts Assets, Expenses, Debts, Losses (706)
- Screen MAAsset - Massachusetts Assets (706)
- Screen MADom - Massachusetts Domicile Information (706)
- Screen MAGen - Massachusetts General and Taxes (706)
- Screen MALetter - Massachusetts Custom Paragraphs and Elections (706)
- Screen MAPay - Massachusetts Payments, Extensions, Penalties (706)
- Screen MAPOA - Massachusetts Power Of Attorney (706)
- Screen MAT - Massachusetts Qualified Family-Owned Business Interest (706)
- Screen MATAsset - Massachusetts Qualified Family-Owned Business Asset (706)
- Screen MAU - Massachusetts Conservation Easement (706)
- Screens
- Minnesota
- New Jersey
- Screens
- Screen NJAsset - New Jersey Asset Information (706)
- Screen NJGen - New Jersey General, Expenses, Taxes, Transfer (706)
- Screen NJLetter - New Jersey Custom Paragraphs and Elections (706)
- Screen NJPay - New Jersey Payments, Extensions, Interest (706)
- Screen NJPOA - New Jersey Power of Attorney (706)
- Screen NJQues - New Jersey Inheritance Tax Questions (706)
- Screens
- New York
- Screens
- Screen NYDom - New York Domicile (706)
- Screen NYGen - New York General and Taxes (706)
- Screen NYLetter - New York Custom Paragraphs and Elections (706)
- Screen NYPay - New York Payments, Extension, Penalties (706)
- Screen NYPOA - New York Power of Attorney (706)
- Screen NYT - New York Qualified Family-Owned Business Interest General (706)
- Screen NYTAsset - New York Qualified Family-Owned Business Interest Asset (706)
- Screens
- North Carolina
- Screens
- Ohio
- Screens
- Oregon
- Screens
- 706 Oregon frequently asked questions
- 706 Oregon frequently asked questions
- 706 Oregon frequently asked questions
- Screen ORAsset - Oregon Assets (706)
- Screen ORGen - Oregon General and Amended Return (706)
- Screen ORPay - Oregon Payments, Extension, Penalties (706)
- Screen ORPOA - Oregon Power Of Attorney (706)
- Screens
- Pennsylvania
- Screens
- Screen PAAsset - Pennsylvania Asset Information (706)
- Screen PACorp - Pennsylvania Closely-Held Corporate Stock Information (706)
- Screen PADom - Pennsylvania Affidavit of Domicile (706)
- Screen PAExp - Pennsylvania Expenses (706)
- Screen PAGen - Pennsylvania General Information (706)
- Screen PALetter - Pennsylvania Custom Paragraphs and Elections (706)
- Screen PALife - Pennsylvania Life Estate, Annuity and Term Certain (706)
- Screen PAPart - Pennsylvania Partnership Information (706)
- Screen PAPay - Pennsylvania Payments, Extensions, Penalties (706)
- Screen PAPOA - Pennsylvania Power of Attorney (706)
- Screen PASafe - Pennsylvania Safe Deposit Box Inventory (706)
- Screens
- Rhode Island
- Screens
- Screen RIA-L - Rhode Island Assets, Expenses, Debts, Losses (706)
- Screen RIA1 - Special Valuation (706)
- Screen RIAsset - Rhode Island Assets (706)
- Screen RIGen - Rhode Island General and Taxes (706)
- Screen RILetter - Rhode Island Custom Paragraphs and Elections (706)
- Screen RIPay - Rhode Island Payments, Extensions, Penalties (706)
- Screen RIPOA - Rhode Island Power Of Attorney (706)
- Screen RIT - Rhode Island Qualified Family-Owned Business Interest (706)
- Screen RITAsset - Rhode Island Qualified Family-Owned Business Asset (706)
- Screen RIU - Rhode Island Conservation Easement (706)
- Screens