User's Manual - Drake Software

Drake Software User’s Manual
Requests, Claims, and Other Forms
Applications and Requests
Table 5-21 lists additional screens for application and request forms.
Table 5-21: Application and Request Forms Available from Other Forms Tab in Drake
Screen Form Notes
970 Form 970, Application to Use LIFO Inventory
Method
Use the SCH screen for required attachments;
select the appropriate code on that screen.
1045 Form 1045, Application for Tentative Refund Press PAGE DOWN to access the NOL screen. This
form is not e-filable. See “Net Operating Losses” on
page 173 for more on the NOL screen.
4506 Form 4506, Request for Copy of Tax Return To request a transcript of a tax return, use Form
4506-T (available in Drake at Tools > Blank
Forms) or call (800) 829-1040.
8857 Form 8857, Request for Innocent Spouse Relief If question 3 on this screen is answered “Yes,” do
not file Form 8857. File Form 8379 instead. For
question 23, use the SCH screen, code 209, to
submit information about assets.
9465 Form 9465, Installment Agreement Request Form 9465 is e-filable if the taxpayer uses direct
debit to pay. Otherwise, this form must be paperfiled.
If e-filing, a PIN is required; indicate Form
9465 and enter prior-year AGI on the PIN screen.
W7
Form W-7, Application for IRS Individual Taxpayer
Identification Number (ITIN)
This form is not e-filable.
Statements and Claims
Table 5-22 lists additional screens for statement and claim forms.
Table 5-22: Statement and Claim Forms Available from Other Forms Tab in Drake
Screen Form Notes
2120;
8332
Form 2120, Multiple Support Declaration
Form 8332, Release of Claim to Exemption for
Child of Divorced or Separated Parents
The rules for multiple support agreements still
apply to claiming an exemption for a qualifying relative,
but they no longer apply to claiming an exemption
for a qualifying child. For the definitions of
“qualifying relative” and “qualifying child,” see your
tax return instruction booklet.
1310 Form 1310, Statement of Person Claiming
Refund Due a Deceased Taxpayer
2848 Form 2848, Power of Attorney and Declaration
of Representative
8275 Form 8275, Disclosure Statement
Form 8275-R, Regulation Disclosure Statement
If anything other than box C is selected in Part I of
the screen, or if box 2a is selected in Part II, the
return cannot be e-filed.
This form is not e-filable.
To print Form 8275-R, select 8275-R at the top of
the screen.
8379 Form 8379, Injured Spouse Allocation By filing Form 8379, the injured spouse may be
able to get back his or her share of the joint refund.
Tax Year 2012 179