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Split a Return

The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Other videos in this category:
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
8915 F 2020 Coronavirus Distributions for 2021 Tax Returns
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.
PINs
Review the setup and data entry required for using a PIN signature.