Split a Return
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes. [CC]
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The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue. [CC]
If a taxpayer received a coronavirus-related distribution in 2020 and that amount was entered in Drake Tax 2020, information from the 2020 return will update to 2021. If not, enter the 2020 information on the 915F screen in Drake Tax 2021.
Enter expenses related to child and dependent care on Screen 2 and Screen 2441 for each dependent for whom expenses were incurred.