Drake Tax - 1040-X: Adding a Dependent

Article #: 13241

Last Updated: October 18, 2024

 


Tags: Drake Tax 1040X

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How to add a dependent in a 1040-X

Open the X screen (on the Other Forms tab). Choose to auto-fill the screen with numbers from the original return. If you are amending the state return, choose to also auto-fill that X screen from the state menu.

Open a new screen 2 (Dependents) and type the information for the additional dependent. Answer the EIC questions on screen 2 and include any daycare expenses. Update screen 2441 with any changes to daycare expenses.

Note  If there are more than four dependents being claimed on the amended return, a separate statement listing them is produced.

Make any other necessary changes to the return for amendment purposes. Include an explanation of the changes being made in the field available for Part III of the X screen. Review the 1040-X in View/Print mode for accuracy.

See the Instructions for Form 1040-X and Pub. 501 for more information about dependents, including deceased dependents and those who did not live with the taxpayer due to divorce or separation.

Note  It is important to verify the name and identification numbers for each dependent to avoid mismatches which may disallow exemptions or reduce tax benefits.