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ExemptionsDrake Software User’s ManualSelecting “Months in Home”By default, the program calculates the return as if a dependent lived with the taxpayerfor the entire year. Complete the Months in Home field on screen 2 only if the dependentdid not live with the taxpayer for all 12 months.If “0” months are selected for a son or daughter, the dependent is classified as onewho did not live with the taxpayer due to divorce or separation. If “0” is selected foranother type of dependent (parent, grandchild, etc.) the program classifies them as“Other Dependent,” regardless of the relationship. To override these classifications,select the applicable boxes in the Additional Information section at the bottom ofscreen 2. (See “Additional Dependent Information” on page 86.)Claiming a Dependent (for Split Returns)If taxpayers are married filing separately (MFS) and you plan to split the return to seeif filing separately is more beneficial, use the TSJ drop list on screen 2 to assign thedependent information to the correct persons. A TSJ code should also be selected ifthe state has a married filing separate combined option. The program default is T(Belongs to the Primary Taxpayer).Entering State Data for a DependentFigure 5-4: Fields for TSJ, State (new in 2008) and State codesEnter data into the screen 2 state codes (Figure 5-4) as needed. Select a state from theState drop list to specify which state should receive the dependent data.Enter a State code (disabled, adopted, etc.) as applicable. To view all state codes,place the cursor in the State codes field and press F1. Double-click a displayed codeto select it.NEW FOR2008The State drop list on screen 2 helps ensure that dependent creditinformation flows to the correct state return. This information is necessaryin some situations—for example, if the parents of the dependentare married filing separately and are residents of different states.Additional Dependent InformationIt could be necessary to override or further clarify dependent information entered onscreen 2. Some examples are if a child is over 18 and disabled, is not a U.S. citizen orresident alien, or qualifies for Form 8901. Use the Additional Information section ofscreen 2 to include this additional information.86 Tax Year 2008