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Taxpayer DemographicsDrake Software User’s ManualEntering Taxpayer InformationEnter the full name, date of birth, occupation, and contact information (phone numbersand e-mail address) for each taxpayer in the appropriate fields. Full names arelimited to 35 characters for e-filing. Press F1 in a Name field to see a list of alternativesfor entering longer names.Below the E-mail/Text Msg field, select any applicable boxes to indicate if a taxpayeris a Dependent of Another, wants to donate to the Presidential Campaign fund, isBlind, or has a Stateside Military Address. If the taxpayer is active military andrequires a special processing code, use the Special Processing Code drop list.Entering Residency InformationTo search codes:CTRL+SHIFT+SFigure 5-1: Select applicable boxes and select military code, if applicableEnter the taxpayer’s address and state residency information in the area below the taxpayerand spouse columns. If a taxpayer is a part-year (PY) resident of the state in theaddress, select PY from the Resident State drop list.The Resident City field is activated if a city return is required. Press F1 in this field toaccess city codes.To suppress a state return altogether, select 0 from the Resident State drop list._NOTESBy default, the program completes the City and State fields oncethe ZIP code is entered. Suppress the “tab to ZIP code field” featurein Setup > Options > Data Entry tab.If the taxpayer has a foreign mailing address or telephone number,enter that information on the MISC screen in Drake.Indicating a Deceased TaxpayerIf the primary taxpayer is deceased:1. Enter the date of death in the taxpayer’s Date of Death field on screen 1.2. Type the surviving spouse’s name in the In care of field on screen 1. If tax informationshould go to someone else, enter that person’s name.If there is a name in the In care of field, all correspondence generated by the program(letters, bills, etc.) will be addressed to that person.84 Tax Year 2008