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Article #: 11623
How to force or suppress printing of certain items on a return
Open the PRNT screen (on the Miscellaneous tab) to choose print options such as suppressing state short forms, overriding the date to print on returns, forcing worksheets to print, and selecting state overrides.
Notes:
Some items may have global settings listed under Setup > Options. Whether or not a particular form generates may depend on global settings or choices made in data entry.
Global settings affect every return. Changes made on the PRNT screen are made on a return-by-return basis.
Producing Form 6251
Although Form 6251 amounts are computed on all returns, Drake Tax produces the form itself only when required. You have the option to change the default setting and produce Form 6251 on a per-return basis or for all returns.
For a Single Return
To produce Form 6251 for a single return, go to the PRNT screen of the return (accessible from the Miscellaneous tab) and select the Produce Form 6251 box from the list on the right side of the screen.
For All Returns
To have the program print Form 6251 for all returns, from the Home window of Drake Tax, go to Setup > Options > Form & Schedule Options tab, and clear the Print Form 6251 only when required check box. See Drake Tax – Setup Options Overview for details on other form and schedule options.
| Item | Description |
|---|---|
| Schedule LEP |
Produce Schedule LEP to receive IRS communications in the selected language. NOTE: The taxpayer will not immediately begin receiving communications from the IRS in their language of choice. Select English only if the taxpayer previously opted to receive communications in an alternate language |
| Form 9000 |
For taxpayers with impaired vision, choose to receive any written communication from the IRS in a variety of formats (only one choice per return): standard print, large print, Braille, audio (MP3 file), plain text file (TXT), or Braille Ready File (BRF). Audio, TXT, and BRF files are delivered on a USB flash drive. NOTE: Select Standard Print only if a previous communication method was filed with Form 9000. |
| Schedule A | Choose whether or not to have Schedule A, Itemized Deductions, printed with the return. |
| Schedule B | Produce Schedule B, Interest and Dividend Income. |
| Summary | Produce an Individual Diagnostic Summary (appears as “Summary” in View/Print mode) |
| Compare | Produce a Tax Return Comparison for 2023, 2024, and 2025 (appears as “Comparison” in View/Print mode). |
| WK_SSB | Produce the IRS Social Security Benefits Worksheet to see if any of the taxpayer’s benefits are taxable (“Wks SSB-1” in View/Print mode). |
| Next-Year Depreciation List | Produce a worksheet showing the depreciation to be carried forward to 2026. |
| Spanish Forms | Produce all available federal forms in Spanish. |
| Tax Computation Worksheet | Produce a Computation of Regular Tax worksheet, explaining how the tax was computed on the return (“Tax Computation” in View/Print mode). |
| QBI Explanation | Produce a QBI Explanation Worksheet (“QBI Explanation”), explaining all activities included in the taxpayer’s qualified business income deduction. |
| 1040 instead of 1040-SR | Produce Form 1040 instead of 1040-SR, even if the taxpayer is 65 or older and qualifies for Form 1040-SR. |
| Form 1040-SR, page 4 | Produce Page 4 of Form 1040-SR—the Standard Deduction Chart for the various filing statuses. |
| Form 461 | Produce Form 461, Limitation on Business Losses. |
| Form 1045, page 3 (Schedule A – NOL) | Produce Form 1045, page 3, when taxable income is less than “0” (zero) and did not result in a current-year NOL. |
| Form 4562 | Produce Form 4562, Depreciation and Amortization. |
| Form 4952 | Produce Form 4952, Investment Interest Expense Deduction. |
| Form 6198 | Produce Form 6198, At-Risk Limitations |
| Form 6251 | Produce Form 6251, Alternative Minimum Tax for Individuals |
| Form 8283 | Produce Form 8283, Noncash Charitable Contributions. |
| Form 8582 | Produce Form 8582, Passive Activity Loss Limitations |
| Form 8615 | Produce Form 8615, Tax for Certain Children Who Have Unearned Income |
| Form 8960 | Produce Form 8960, Net Investment Income Tax – Individuals, Estates, and Trusts. |
| Form 8962 | Produce Form 8962, Premium Tax Credit. |
| Form 8995/8995-A | Produce Form 8995 or 8995-A, Qualified Business Income Deduction, for reporting aggregation of business operations, allocations of losses, and income from agricultural and horticultural cooperatives. |
| Print EIC due diligence documents | Produce EIC due diligence documents; overrides the global setting from Setup > Options > Administrative Options tab. |
| DDASSIST | Produce the EIC Due Diligence Checklist. |
| EIC Not Calculated Explanation | Generate a Return Note stating why the EIC has not been calculated for the return. |
| PIN for preparer’s alternative e-signature | If the alternative electronic signature is being used by the return preparer for this tax return, enter the 5-digit PIN that was chosen in Preparer Setup. An entry here causes the associated preparer’s name to be printed on the return. This should be used for the client’s and preparer’s printed copies when the return has already been e-filed |
| Date to print on returns | Override the default (current) date printed on the return (set globally at Setup > Option > Optional Items on Return). |
| Print email address | Choose to print the taxpayer’s email address (entered on screen 1) on the return. |
Other Forms tab
The following is a list of screens for other forms available under the Other Forms tab that are not discussed elsewhere in the Drake Tax individual returns manual:
| Screen | Form | Notes |
|---|---|---|
| 56 | Form 56, Notice Concerning Fiduciary Relationship | Enter PIN and prior-year AGI, and indicate Form 56, on the PIN screen. |
| 1310 | Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer | If anything other than box C is selected in Part I of the screen, or if box 2a is selected in Part II, the return cannot be e-filed. |
| 2120 | Form 2120, Multiple Support Declaration | The rules for multiple support agreements still apply to claiming an exemption for a qualifying relative but they do not apply to claiming an exemption for a qualifying child. Supporting documentation can be attached to an e-filed return as a PDF. |
| 8332 | Form 8332, Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent | The rules for multiple support agreements still apply to claiming an exemption for a qualifying relative but they do not apply to claiming an exemption for a qualifying child. Supporting documentation can be attached to an e-filed return as a PDF. |
| 8275 | Form 8275, Disclosure Statement; Form 8275-R, Regulation Disclosure Statement | To print Form 8275-R, select 8275-R at the top of the screen. |
| 8379 | Form 8379, Injured Spouse Allocation | By filing Form 8379, the injured spouse may be able to get back their share of the joint refund. |
| 8594 | Form 8594, Asset Acquisition Statement Under Section 1060 | If this form is being amended, state the reasons for the change in the field provided. |
| 8697 | Form 8697, Interest Computation Under the Look-Back Method for Completed Long-Term Contracts | |
| 8815 | Form 8815, Exclusion of Interest from Series EE and I U.S. Savings Bonds Issued After 1989 | |
| 8822 | Form 8822, Change of Address | This form is not e-fileable. |
| 8857 | Form 8857, Request for Innocent Spouse Relief | Press Page Down to view all three screens. |
| 8862 | Form 8862, Information to Claim Earned Income Credit After Disallowance | To enter data for additional qualifying children, press Page Down to start a new screen 8862. |
| 8866 | Form 8866, Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method | |
| 8948 | Form 8948, Preparer Explanation for Not Filing Electronically | For preparers whose clients choose not to have returns e-filed or when preparers meet certain conditions for exception. Form 8879 is suppressed automatically when Form 8948 is included in the return. |
| 8990 | Form 8990, Limitation on Business Interest Expense Under Section 163(j) | Enter data on screen 8990 only after all other 1040 return data has been entered and the return has been calculated. |
| 911 | Form 911, Request for Taxpayer Advocate Service Assistance |
|
| 970 | Form 970, Application to Use LIFO Inventory Method | Use the SCH screen for required attachments; select the appropriate code on that screen. |
| 982 | Form 982, Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment) | |
| DEDM | Deductible Mortgage Interest worksheet (for Form 1098) | Entries on this screen cause the program to produce Wks DEDINT. |
| W4 | Form W-4, Employee’s Withholding Certificate | This form is not e-fileable. |
| W4P | Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments | The taxpayer should provide this form to the payer of a pension or annuity so the correct amount of federal income tax will be withheld from payments to the taxpayer. This form is used by recipients of pensions, annuities, and certain other deferred compensation to tell payers the correct amount of federal income tax to withhold from payments. |
| W9 | Form W-9, Request for Taxpayer Identification Number and Certification | Use Form W-9 to request the taxpayer identification number (TIN) of a U.S. person (including a resident alien) and to request certain certifications and claims for exemption. |