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Article #: 19060
Other taxes (Taxes tab)
Use screens under the Taxes tab of the Data Entry Menu to calculate other tax that may be due on an individual (Form 1040) return. Drake Tax also calculates some of these amounts from entries on other screens elsewhere in the return.
For a full list of federal 1040 forms and screen links, see Drake Tax – Federal 1040: Screen List (KB 20051).
Screens on the Taxes tab
The manual discusses the following Taxes tab screens in detail. See the linked KB articles (where available) or Screen Help and field helps in Drake Tax for guidance.
| Screen | Form / purpose |
|---|---|
| H | Schedule H (Form 1040), Household Employment Taxes |
| 8959 | Form 8959, Additional Medicare Tax — see Drake Tax – Additional Medicare Tax: Form 8959 (KB 12482) |
| 8960 | Form 8960, Net Investment Income Tax — see Drake Tax – 8960: Net Investment Income Tax (NIIT) (KB 12509). Screen 8959 and screen 8960 share a two-part screen; Form 8959 fields are at the bottom and Form 8960 fields at the top. |
| 4137, 8919 | Form 4137 and Form 8919, unreported Social Security and Medicare tax on tips and wages |
Additional tax on qualified plans (including IRA and QTP/ESA amounts) is calculated on screen 5329 on the Adjustments tab, not the Taxes tab. See KB 11714 and KB 13788.
Other tax forms (use Screen Help)
Screens for the forms in the table below are available under the Taxes tab but are not discussed in the Drake Tax manual. Refer to Screen Help and field helps for guidance on completing these screens.
| Screen / form | Form and tax |
|---|---|
| 4970 | Form 4970, Tax on Accumulation Distribution of Trusts |
| 4972 | Form 4972, Tax on Lump-Sum Distributions — see also Drake Tax – 4972: Completing Part 3 (KB 13239) |
| 8611 | Form 8611, Recapture of Low-Income Housing Credit |
| 8615 | Form 8615, Tax for Certain Children Who Have Unearned Income (“Kiddie Tax”) — see Drake Tax – 8615: Kiddie Tax – Dependent Income (KB 10806) |
| 8814 | Form 8814, Parents’ Election to Report Child’s Interest and Dividends — see Drake Tax – 1040: Form 8814 (KB 12116) |
| 8828 | Form 8828, Recapture of Federal Mortgage Subsidy |
Note For Form 8615: If both parents are deceased, open screen MISC and select Both parents deceased in the Dependent filer special situation section.