User's Manual - Drake Software

Personal Service Income (W-2, 1099-MISC)
Drake Software User’s Manual
Substitute
W-2, 1099-R
use the ITIN entered on screen 1, and a return with an ITIN cannot be e-filed unless
this field on screen W2 is completed.
Form 4852 serves as a substitute for Form W-2, Form W-2c, or Form 1099-R when a
taxpayer either did not receive one of these forms or an employer issued an incorrect
one. Form 4852 is not generally filed before April 15.
Screen code: 4852 Use the 4852 screen, accessible from the Other Forms tab, to fill out Form 4852.
NOTE
The generated Form 4852 uses data entered on the corresponding W2
or 1099 screen (for Form 1099-R).
W-2 Import If your client is an employee of a company that uses W-2 eXpress®, that client’s W-2
can be downloaded directly into Drake. See the Drake Support site (My Account >
W-2 Block Purchase) for information on purchasing W-2 downloads and a list of
companies that supply employee W-2s using this service.
To import W-2 information:
1. From the Data Entry Menu of the client’s return, click Import > W2 Import.
2. In the W2 Download dialog box, select Taxpayer or Spouse as applicable. The
name and SSN of the selection is displayed below the Taxpayer/Spouse drop list.
Figure 5-8: Name and SSN appear in W-2 Download dialog box
3. Enter the client’s PIN (supplied by the employer).
NOTE
In some cases, the employer will provide the format for a PIN (for
instance, if the company uses the last four digits of the employee’s
SSN), but will not provide the PIN itself.
4. Click Download, and then click Yes to continue.
5. When the “W2 Download Complete” message is displayed, click OK. The W2
screen for the taxpayer now contains the downloaded information.
104 Tax Year 2012