User's Manual - Drake Software

Special Returns
Drake Software User’s Manual
The 1040X screen contains the following sections:
• Amounts as on ORIGINAL return — These amounts can be autofilled by the
program. A manual entry in any of these fields overrides program calculations for
the original return.
• Part I - Exemptions — These numbers can be autofilled by the program. A manual
entry in any of these fields overrides program calculations for the original
return.
• Amounts and information for the AMENDED return — These fields must be
completed manually as applicable.
• Part II - Presidential Election Campaign — If the taxpayer or spouse did not
want $3 to go to the Presidential Election Campaign Fund but does now, mark the
appropriate box.
• Part III - Explanation of Changes — Type an explanation of the changes in this
text box.
Any additional changes in income will be incorporated into the amended return.
Extensions
To apply for an extension using Drake:
1. Open the return for which an extension application is being filed.
Screen code: EXT 2. From the Other Forms tab, click EXT, Extension Forms 4868 & 2350.
3. Make the applicable selection from the 4868 drop list (if filing Form 4868) or the
2350 drop list (if filing Form 2350). Selections are described in Table 5-20.
Table 5-20: Extension Forms Screen Selections for Forms 4868 and 2350
Code
Description
X
A
B
P
Produces Form 4868 or Form 2350, whichever is selected.
Produces Form 2350. Firm information (rather than taxpayer information) is
printed on the return label section.
Produces Form 2350. Taxpayer’s name and address are printed at the bottom
of the form.
Produces Form 2350. Taxpayer’s name, preparer’s name, and firm address are
printed at the bottom.
4. Enter all applicable information.
For further instructions, see the Screen Help for the EXT screen.
e-Filing an
Extension
If e-filing an extension application, complete the EXT screen, and then select the
applicable form number on the EF screen (accessible from the General tab). For more
information on the EF screen, see “EF Override Options in Data Entry” on page 236.
176 Tax Year 2012