Data for a dependent of another taxpayer
This topic gives instructions for recording information about a taxpayer who's a dependent of another taxpayer.
To claim a taxpayer as a dependent on another taxpayer's return, go to the
1040
window and enter 1 of the following codes:- 1 Diagnostic to confirm dependent status for taxpayers 19 and over.If this is a proforma field, UltraTax CS generates a message to verify the status. The message is a reminder to verify that a taxpayer between 19 and 23 is a full-time student.
- 2 No diagnostic to confirm dependent status for taxpayer 19 and older.This code stops the confirmation message from being reported if the taxpayer always qualifies as a dependent of another.
- 3 Dependent of another this year but not next year; do not proforma.The Tax Projection Worksheet uses this code to project next year's tax without the dependent status. Enter3if you don't want the proforma to apply to the following year.
Include a custom paragraph on client filing instructions
You can include instructions to sign the return as a parent of a minor child. For individual clients, go to the
Letter
window, then select one of the Paragraph Description
field views. Select custom paragraph Child's return (FI)
.To make the custom paragraph print for all clients, select
Setup
, then 1040 Individual
. Go to the Federal
tab and select either Transmittal Letter
or Filing Instructions
. Select the Custom Paragraphs
tab and mark the Child's return (FI)
checkbox.
