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trueacct2
Level 2
April 25, 2020
Question

Form 706 Allocation of Assets to Beneficiaries

  • April 25, 2020
  • 1 reply
  • 12 views

How to allocate assets to beneficiaries on Schedule F assets?  I don't see drop down menu to choose beneficiaries.

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1 reply

George4Tacks
George4Tacks
Level 15
April 25, 2020

#1 -Screen 34 -  Set up Beneficiary percentages. see image

This shows the wife gets 50% with Ratio #1 (the other 50% goes to Daughter); 33% with Ratio #2 (the other goes .33 to Daughter and .34 goes to Trust for Decedent). There are Ratio amounts set up here for every benficary

#2 - select which beneficiary or percent you want in any Schedule, for any item. e.g. either Beneficary #1,2 or 3 from my image or Ratio #1 or 2 from my image. The ratio is tied to the beneficiaries per input in screen 34.

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