Enter representative name on Form 706, Part 4

  1. Select the
    Names
    screen.
  2. Enter the representative information for yourself in a unit.
  3. Complete the following fields on this screen:
    Entity type
    ,
    SSN or EIN
    , and
    Individual name
    .
  4. 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.
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