User's Manual - Drake Software

Requests, Claims, and Other Forms
Drake Software User’s Manual
Table 5-22: Statement and Claim Forms Available from Other Forms Tab in Drake
Screen Form Notes
8594 Form 8594, Asset Acquisition Statement Under
Section 1060
8862 Form 8862, Information to Claim Earned Income
Credit After Disallowance
If this form is being amended, state the reasons for
the change in the field provided.
To enter data for additional qualifying children,
press PAGE DOWN to start a new screen 8862.
NOTE
To claim tax forgiveness for death in a combat zone or as a result of a
terrorist or military action, go to the MISC screen and select the applicable
code for Combat Zone/Terrorist/Military Action Tax Forgiveness.
Press F1 in that field for more information.
Other Forms
Table 5-23 lists screens for other forms available under the Other Forms tab.
Table 5-23: Other Forms Available from Other Forms Tab in Drake
Screen Form Notes
W4
Form W-4, Employee’s Withholding Allowance Certificate
56 Form 56, Notice Concerning Fiduciary Relationship PIN and prior-year AGI required; enter this
data, and indicate Form 56, on the PIN screen.
982 Form 982, Reduction of Tax Attributes Due to Discharge
of Indebtedness
8815 Form 8815, Exclusion of Interest from Series EE and
I U.S. Savings Bonds Issued After 1989
8822 Form 8822, Change of Address This form is not e-filable.
8866 Form 8866, Interest Computation Under the Look-
Back Method ...
9022 Form 90-22.1, Report of Foreign Accounts See “Report of Foreign Accounts,” following.
Report of
Foreign
Accounts
Use screen 9022 to complete Form T%D 90-22.1, Report on Foreign Bank and Financial
Accounts. The 9022 screen consists of four sections:
• Filer Information — Complete once for each filer reporting a foreign account.
Use a separate 9022 screen for each account. If necessary, select either T or S at
the top of the screen to indicate which filer should report the account (default is
T). Once a filer’s data is entered on a 9022 screen, this section can be left blank in
subsequent 9022 screens for that filer.
• For Parts II, III, IV, V — Complete this section for each 9022 screen used.
Choose one of the boxes at the top of this section to indicate the nature of the
account. Options are shown in Figure 5-59 on page 181.
180 Tax Year 2012