List of Dependents for use in returns.

Forum|Forum|3 years ago
May 2, 2023
2 replies
38 views

It would be nice to have a list of Dependents that were used in the past for returns in the current year. Many Divorced parents switch off who claims who and we have to go through the routine of looking up past dependents (Names, SS#, DOB). Why can't this information be saved with the Data Files for each return and have us Check a box to include in current years return or not?

ProSeries Professional

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Best answer by TaxGuyBill

Why do you remove the dependents?

I think I generally keep them on there, but code them so as not to get any benefits (code "Q"? for the dependent, and say not qualified for EIC).

T

TaxGuyBillAnswer

Level 15

Why do you remove the dependents?

I think I generally keep them on there, but code them so as not to get any benefits (code "Q"? for the dependent, and say not qualified for EIC).

JRCAuthor

Level 7

Didn't realize you could do that.

All these years I have been Deleting them when not available for the Current year.

Thank you.

dkh

Level 15

You could also use the Permanent Comments section of Client Status worksheet - all the way at the bottom - to list the Names SS# DOB etc etc and note what year each dependent was/will be claimed

JRCAuthor

Level 7

dkh. We do use the permanent comments section but find my self forgetting to look at them. I could try that also. Thanks.

dkh

Level 15

I wish the Permanent Comment section was at the top because I too forget to look.

I do what TaxGuyBill suggested - I use code Q

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