Split a Return

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.

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.

Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.