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11806: Schedule A - Data Flow (Drake17 and prior)


1040 Individual Data Entry

Schedule A Data Flow

 

Entries on Flow to Schedule A
W2 - State Taxes paid
ES - State Estimated Payments
Line 5
1098 - Mortgage Interest and points Line 10, Line 12
4562 - Amortized points Line 12
4684 Casualty and Theft Loss Line 20
Gambling Winnings
(W2G / Screen 3 line 21)
Losses are limited to winnings and entered on line 28
8283
K1P - Line 13
K1S - Line 12
line 17
8829 - Office in home
(personal portion if selected)
Lines 6, 10, 12, 20
2106 Line 21

For Line 23, Other Expenses, certain descriptions are not allowed.
Descriptions that are disallowed are:

  • CASUALTY
  • CHILD CARE
  • CHILD-CARE
  • CHILDCARE
  • DEPENDENT CARE
  • MEDICAL
  • THEFT

If these are entered in as a description for line 23, Error Message 0015 will be produced.

If any of the above data has been entered, but a Schedule A is not appearing in View mode automatically, it may be printed by going to the PRNT screen, and checking the box to force print the Schedule A. To indicate that the software should take the itemized deductions instead of the standard deduction (even if the standard would be higher), open the A screen, and check the box to Force itemized.

​Note: If a taxpayer is a Part Year Resident of two or more states, they will need to create a Schedule A for each of these states, and divide the amounts accordingly for each of the states, or suppress each additional Schedule A from Federal calculation.


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