Drake Tax - 1040 - Schedule 3, Other Payments Adjustment

Article #: 16779

Last Updated: October 05, 2026

 


Tags: Drake Tax

Drake Tax logo

If an adjusting entry is needed on Schedule 3, for other refundable credits, the adjustment can be made in data entry by going to screen 5.

Generally, both the Form number for which the payment was made and the associated dollar amount must be entered.

The following form selections will allow the return to be electronically filed, while including the following adjustments on line 13z:

  • 960(c) - Section 960(c)

  • 8689 - Form 8689

Other forms and payments have dedicated lines on Schedule 3, including: 

  • Form 2439 on line 13a.

  • Section 1341 on line 13b.

  • Net elective payment election amount from Form 3800 on line 13c.

  • Deferred amount of net 965 tax liability on line 13d.

For more information, see Form 1040 instructions.