Drake Tax - Taxpayer's Phone Number

When the taxpayer's phone number required

For tax year 2019, the IRS added a phone number line to the Form 1040 signature section. While this entry is optional for most returns, the taxpayer's phone number is required when filing for bank products. A valid phone number must be 10 digits. The taxpayer's Daytime phone number on screen 1 must match the phone number on the bank screen (if applicable).

To prevent all taxpayers' phone numbers from being printed on returns, navigate to Setup > Options > Optional Items on Return tab, and clear the box Taxpayer Phone Number. This allows you to keep the phone numbers in data entry for your use but does not print them on Form 1040 or 1040-SR. To prevent a taxpayer's phone number from being printed for a single return, open screen 1, and from the Print on return drop list, select None for the taxpayer and/or spouse.

A Taxpayer foreign phone number can be entered on screen MISC. This field overrides the primary taxpayer's Evening phone number entered on screen 1 and flows to the client's Bill and Summary in View/Print mode; it is not, however, printed on Form 1040, and it is not valid for bank products.