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SSalmon
Level 1
August 21, 2020
Question

706

  • August 21, 2020
  • 1 reply
  • 10 views
In the Estate module Form 706 how can you mark an asset as community property and allocate 100% of the asset to a specific beneficiary
    This topic has been closed for replies.

    1 reply

    George4Tacks
    George4Tacks
    Level 15
    August 24, 2020

    I would use Screen 14 ? List the time and in Beneficiary  number or allocation ration number, just select the beneficiary from the drop down as A, B,C, .... 

    You then need to make a matching entry for Co-Tenant Name and Address which is a bit redundant. This are numbered 1,2, 3,,,, but referred to as A,B,C, ... in the first entry above. 

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