Drake Tax - 1099-B for State e-Filing Purposes

An Additional Info tab is available on the 8949 screen in Drake Tax for state e-file purposes.

The 8949 screen has two tabs:

• The 1099-B/8949 tab to report the gain or loss for federal and state purposes.

• The Additional Info tab to enter payer information, which produces a copy of Form 1099-B for states that require source documents for e-file purposes.

Nothing entered on the new Additional Info tab flows to the federal return or duplicates amounts entered on the 1099-B/8949 tab.