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<strong>Drake</strong> <strong>Software</strong> User’s ManualExemptionsExemptionsScreen code: 2Use screen 2 (Dependents), accessible from the General tab, to complete the“Exemptions” section of Form 1040.Enter the dependent’s required data (name, SSN, etc.) at the top of screen 2. InFigure 5-2, note that the dependent’s calculated age is displayed once the birth date isentered.Figure 5-2: Information goes to Exemptions” section of Form 1040To open a new screen 2, press PAGE DOWN. Start a new screen 2 for each dependent tobe listed on a return._NOTEFigure 5-2 shows the default screen 2 in <strong>Drake</strong>. Grid data entry canalso be used for entering dependent information. To switch to griddata entry mode, press F3; to return to the screen view (as shownin Figure 5-2), press F3 again. To have grid data entry as thescreen default, go to Setup > Options > Data Entry tab and selectDependent screen for grid data entry.Information is saved automatically when you exit a screen. Note that the number ofdependents entered is shown under the General tab of the Data Entry Menu.Figure 5-3: Number of dependent screens that contain dataScreen 2 contains fields for other dependent-related data, such as for education creditsand the Earned Income Tax Credit (EIC). For education credits, see “EducationExpenses” on <strong>page</strong> 115. For Child Tax Credit, see “Child and Dependent CareExpenses Credit” on <strong>page</strong> 118. For EIC and related due diligence requirements, see“Earned Income Credit (EIC)” on <strong>page</strong> 130.Entering Dependent Last NamesBy default, the taxpayer’s last name is used for all dependents. Complete the LastName field on screen 2 only if the dependent’s last name differs from the taxpayer’s.Tax Year 2008 85

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