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Dependants

Data for a dependent of another taxpayer

This topic gives instructions for recording information about a taxpayer who's a dependent of another taxpayer.
To claim a taxpayer as a dependent on another taxpayer's return, go to the
1040
 window and enter 1 of the following codes:
  • 1 Diagnostic to confirm dependent status for taxpayers 19 and over.
     If this is a proforma field, UltraTax CS generates a message to verify the status. The message is a reminder to verify that a taxpayer between 19 and 23 is a full-time student.
  • 2 No diagnostic to confirm dependent status for taxpayer 19 and older.
     This code stops the confirmation message from being reported if the taxpayer always qualifies as a dependent of another.
  • 3 Dependent of another this year but not next year; do not proforma.
     The Tax Projection Worksheet uses this code to project next year's tax without the dependent status. Enter
    3
     if you don't want the proforma to apply to the following year.

Include a custom paragraph on client filing instructions

You can include instructions to sign the return as a parent of a minor child. For individual clients, go to the
Letter
 window, then select one of the
Paragraph Description
 field views. Select custom paragraph
Child's return (FI)
.
To make the custom paragraph print for all clients, select
Setup
, then
1040 Individual
. Go to the
Federal
 tab and select either
Transmittal Letter
 or
Filing Instructions
. Select the
Custom Paragraphs
 tab and mark the
Child's return (FI)
 checkbox.
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