Drake Tax – Federal 1040: Screen List

Qualified 2019 Disaster Retirement Plan Distributions and Repayments

Qualified Disaster Retirement Plan Distributions and Repayments

Passive Activity Credit Limitations

Statement of Withholding on Certain Dispositions by Foreign Persons

Proceeds from Broker and Barter Exchange Transactions

Cancellation of Debt

Dividends and Distributions

Certain Government Payments

Interest Income

Payment Card and Third Party Network Transactions

Miscellaneous Information

Nonemployee Compensation

Original Issue Discount

Taxable Distributions Received From Cooperatives

Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Health Insurance Marketplace Statement

Estimated Tax for Individuals

U.S. Nonresident Alien Income Tax Return

Amended U.S. Individual Income Tax Return

Individual Report of Net 965 Tax Liability

Transfer Agreement Under Section 965(h)(3)

Transfer Agreement Under Section 965(i)(2)

Consent Agreement Under Section 965(i)(4)(D)

Notice Concerning Fiduciary Relationship

Notice Concerning Fiduciary Relationship

1098 and 1099 Source Document Guide

Limitation on Business Losses

Withholding Statement (Puerto Rico)

Claim for Refund and Request for Abatement

Request for Taxpayer Advocate Service Assistance

Application to Use LIFO Inventory Method

Reduction of Tax Attributes Due to Discharge of Indebtedness (and Section 1082 Basis Adjustment)

Household Employee Wages

Election Options

Miscellaneous Codes / Military Information

Print Options

Name, Address, and General Info.

Dependent Information

Integrated File and Pay

Foreign Employer Compensation

Qualified Small Employer HRA

Aggregation of Business Operations

Electronic Funds Withdrawal Information

Federal and State EF Selections

Annual Withholding Tax Return for U.S. Source Income of Foreign Persons

Mortgage Interest Statement

Foreign Tax Credit

Statement of Person Claiming Refund Due a Deceased Taxpayer

Employee Business Expenses

Multiple Support Declaration

Underpayment of Estimated Tax by Individuals, Estates, and Trusts

Application for Extension of Time to File U.S. Income Tax Return

Notice to Shareholder of Undistributed Long-Term Capital Gains

Child and Dependent Care Expenses

Foreign Earned Income

Summary of Earnings for Form 2555 and SE Purposes

Power of Attorney and Declaration of Representative

Application for Change in Accounting Method

Investment Credit

General Business Credit

Moving Expenses

Credit For Federal Tax Paid On Fuels

Social Security and Medicare Tax On Unreported Tip Income

Recapture of Investment Credit

Request for Copy of Tax Return

Depreciation and Amortization (Including Information on Listed Property)

Additional Depreciation Elections

Depreciation and Amortization, Election To Expense Certain Property Under Section 179

Depreciation and Amortization, Special Depreciation Allowance and Other Depreciation and MACRS Depreciation

Depreciation and Amortization, Summary, Listed Property, and Amortization

Depreciation and Amortization, Information on Use of Vehicles, and Questions for Employers Who Provide Vehicles for Use by Their Employees

Casualties and Thefts

Sales of Business Property

Farm Rental Income and Expenses

Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Application for Automatic Extension of Time to File U.S. Individual Income Tax Return

Investment Interest Expense Deduction

Tax on Accumulation Distribution of Trusts

Tax on Lump-Sum Distributions

Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts

Repayment of the First-Time Homebuyer Credit/Sale of Residence

Information Return of U.S. Persons With Respect To Certain Foreign Corporations

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Stock of the Foreign Corporation

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Shareholders of Foreign Corporation

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Income Statement

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Balance Sheet

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Subsidiary Schedule Balance Sheet

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Other Information

Information Return of U.S. Persons With Respect To Certain Foreign Corporations, Summary of Shareholder’s Income From Foreign Corporation

Organization or Reorganization of Foreign Corporation, and Acquisitions and Dispositions of its Stock

Residential Energy Credits

Work Opportunity Credit

At-Risk Limitations

Alternative Minimum Tax for Individuals

Installment Sale Income

Biofuel Producer Credit

Credit for Increasing Research Activities

Gains and Losses From Section 1256 Contracts and Straddles

Self-Employed Health Insurance Deduction

Advanced Manufacturing Production Credit

Consent to Disclosure of Tax Return Information to Other Firms

Notice of Inconsistent Treatment or Administrative Adjustment Request

Disclosure Statement

Noncash Charitable Contributions

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent

Injured Spouse Allocation

Mortgage Interest Credit

Asset Acquisition Statement Under Section 1060

Nondeductible IRAs

Nondeductible IRAs

Low-Income Housing Credit Allocation and Certification

Recapture of Low-Income Housing Credit

Tax for Certain Children Who Have Unearned Income

Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

Interest Computation Under the Look-Back Method for Completed Long-Term Contracts

Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts

Foreign Partner's Information Statement of Section 1446 Withholding Tax

Parent's Election to Report Child's Interest and Dividends

Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 (For Filers With Qualified Higher Education Expenses)

Orphan Drug Credit

Change of Address

Like-Kind Exchanges

Disabled Access Credit

Recapture of Federal Mortgage Subsidy

Expenses for Business Use of Your Home

Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)

Qualified Electric Vehicle Credit

Renewable Electricity Production Credit

Qualified Adoption Expenses

Closer Connection Exception Statement for Aliens

Statement for Exempt Individuals and Individuals with a Medical Condition

Empowerment Zone Employment Credit

Archer MSAs and Long-Term Care Insurance Contracts

Initial and Annual Expatriation Statement

Request for Innocent Spouse Relief

Carryforward of the District of Columbia First-Time Homebuyer Credit

Information To Claim Certain Credits After Disallowance

Education Credits (American Opportunity and Lifetime Learning Credits)

Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit

Biodiesel and Renewable Diesel, or Sustainable Aviation Fuels Credit

Interest Computation Under the Look-Back Method for Property Depreciated Under the Income Forecast Method

Paid Preparer's Due Diligence Checklist

Extraterritorial Income Exclusion

New Markets Credit

IRS e-file Signature Authorization for Form 4868 or Form 2350

IRS e-file Signature Authorization

NY Direct Debit Authorization

Credit for Qualified Retirement Savings Contributions

Credit for Small Employer Pension Plan Startup Costs

Credit for Employer-Provided Child Care Facilities and Services

Allocation of Refund (Including Savings Bond Purchases)

Health Savings Accounts

Low-Sulfer Diesel Fuel Production Credit

Domestic Production Activities Deduction

Energy Efficient Home Credit

Alternative Fuel Vehicle Refueling Property Credit

Credit to Holders of Tax Credit Bonds

Tuition and Fees Deduction

Uncollected Social Security and Medicare Tax on Wages

Clean Vehicle Credit

Statement of Specified Foreign Financial Assets

Credit for Small Employer Health Insurance Premiums

Preparer Explanation for Not Filing Electronically

Sales and other Dispositions of Capital Assets

Allocation of Tax Amounts Between Certain Individuals in Community Property States

Net Investment Income Tax, Adjustment from Disposition of Partnership Interest or S Corporation Stock

Premium Tax Credit (PTC)

Health Coverage Exemptions

Partner’s Additional Reporting Year Tax

Limitation on Business Interest Expense Under Section 163(j)

Employer Credit for Paid Family and Medical Leave

Qualified Business Income Deduction Simplified Computation

Initial and Annual Statement of Qualified Opportunity Fund (QOF) Investments

Installment Agreement Request

Identity Theft Affidavit

Earned Income Tax Credit

FAFSA Worksheet

Report of Foreign Bank and Financial Accounts

Proceeds from Broker and Barter Exchange Transactions

Application for Tentative Refund

Unamortized AMT Section 59e Deduction

General Business Credit Carryforwards and Carrybacks

Crop Insurance and Disaster Payments

S Corporation Shareholder Stock and Debt Basis Limitations

Passive Activity Loss Limitations

Consent to Use of Tax Return Information

Consent to Disclose Electronic Return Information

Client Communication Options

ABCvoice – Consent/Return Status Notifications

Frequently Asked Questions

Paycheck Protection Program (PPP) Loans Received or Accrued

Required Identification

Protection Plus Audit Protection

Railroad Retirement Board Payments

Railroad Retirement Benefits

Nonresident Alien Railroad Retirement Benefits

Additional Income

Form 1040 (Schedule 2), Additional Taxes

Form 1040 (Schedule 3), Additional Credits and Payments

Credits for Qualifying Children and Other Dependents

Long-Term Care Premiums

Itemized Deductions

Profit or Loss From Business (Sole Proprietorship)

C > "Carryovers/State Info" tab

Capital Gains and Losses

Supplemental Income and Loss (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)

Income, War Profits, and Excess Profits Taxes Paid or Accrued

Shareholder's Pre-2018 Carryover Losses and Deductions

Partner's Pre-2018 Carryover Losses and Deductions

Shareholder's Pre-2018 At-Risk Limit Worksheet

Partner's Pre-2018 At-Risk Limit Worksheet

Profit or Loss From Farming

Household Employment Taxes

Current Earnings and Profits

Information for Global Intangible Low-Taxed Income

Income Averaging for Farmers and Fishermen

Accumulated Earnings & Profits (E&P) of Controlled Foreign Corporation

Partner’s Share of Income, Deductions, Credits, etc.

Shareholder’s Share of Income, Deductions, Credits, etc.

Shareholder's At-Risk Limitations

Beneficiary's Share of Income, Deductions, Credits, etc.

Beneficiary’s Share of Income, Deductions, Credits, etc.

Partner’s Share of Income, Deductions, Credits, etc.

Partner's At-Risk Limitations

Qualified Business Income (QBI) for Schedule K-1

Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons

Tax on Income Not Effectively Connected With a U.S. Trade or Business

Tax on Income Not Effectively Connected With a U.S. Trade or Business

Other Information

Previously Taxed Earnings and Profits of U.S. Shareholder of Certain Foreign Corporations

CFC Income by CFC Income Groups

Credit for the Elderly or the Disabled

Distributions From a Foreign Corporation

Self-Employment Tax

Simplified Employee Pension

Social Security Benefit Statement

Nonresident Social Security Benefits

State and City Extensions

Request for Taxpayer Identification Number and Certification

Application for IRS Individual Taxpayer Identification Number

Employee's Withholding Certificate

Withholding Certificate for Periodic Pension or Annuity Payments

Wage and Tax Statement

Certain Gambling Winnings

Withholding Statement (Puerto Rico)

Form W-2 - Locality Information for Ohio

Auto Expense Worksheet

Ministerial Income Computations

Oil and Gas Depletion Worksheet

Lump-Sum Social Security Distributions

State and Local General Sales Tax Deduction Worksheet