Drake Tax - LinkBacks - See Where the Data Comes From

Article #: 13766

Last Updated: October 21, 2024

 

Tags: Drake Tax

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When viewing a return in Enhanced View, you can use LinkBacks to help you locate the source of data on the return (the LinkBacks feature is not accessible in Basic mode).

Beginning in Drake Tax 2015, LinkBacks are available for:

  • Main forms (Federal 1040, 1041, 1120, 1120S, 1065 packages)

  • Schedules A through F (Federal 1040 package)

  • Individual resident and nonresident main forms (all state 1040 packages)

LinkBacks are also available for these supplemental forms and worksheets in the 1040 package:

  • Form 1098_C

  • Form 8283

  • Form W_2GU

  • Form 1099_G

  • Form 8863

  • Form W2

  • Form 1099-R

  • Form 8867

  • Form W2_XS

  • Form 2106

  • Form 8880

  • Schedule 8812

  • Form 2106EZ

  • Form 8889

  • Schedule EIC

  • Form 2441

  • Form 8965

  • Schedule SE

  • Form 4562

  • Form W_2G

  • WK_8812

  • Form 6251

  • DDASSIST - DD Checklist

Access LinkBacks

  1. View a return in Enhanced View/Print mode and select a form.

  2. On the form, right-click in a field and select Review Input Sources (LinkBacks) from the drop list. The example below shows the drop menu for the data field on line 7 of a 1040 return.

    Image of "Review Input Sources" drop list

    Caution  For calculated lines, the dialog box is not available. The Review Input Sources (LinkBacks) menu option is disabled and indicates "not available."

  3. The LinkBacks dialog box opens.

    Image of the "Linkbacks" dialog box

    The LinkBacks dialog box displays three tabs, each tab displaying two columns.

  • Tabs:

    • The All Sources tab (shown above) lists all sources from both the other two tabs.

    • The Data Entry tab lists data entry screens where data for the field might originate.

    • The Tax Forms, Schedules, and Worksheets tab lists relevant forms, schedules and worksheets that have been generated by data entry.

  • Tab columns:

    • The Source (Data Entry Screen or Tax Form) column identifies a possible source of data for the field.

    • The Source Entry column, when it displays an amount or a code, indicates that relevant data exists in the source identified on the same row.

  • To view a screen or form, double-click the item or select it and click View. In the example above for line 7 of a 1040, the All Sources tab of the LinkBacks dialog box shows income from wages, dependent care benefits, and taxable scholarships.