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Common questions about entering dependents in Lacerte

SOLVEDby IntuitLacerte Tax26Updated February 23, 2022
  1. Open Screen 2, Dependents.
  2. In the respective input fields, enter the dependent's name, date of birth, social security number, and relationship to the taxpayer.
  3. Select the Added for Form 1040X check box
  1. Open Screen 1, Client Information.
  2. In the Section list, select Taxpayer Information.
  3. In Dependency Status:
    • Select Taxpayer could be dependent if the taxpayer can be claimed as a dependent on another person's tax return but is not listed as a dependent in the Exemptions section on another person’s tax return. OR
    • Select Taxpayer claimed as dependent if the taxpayer is claimed as a dependent on another person’s tax return (i.e. listed as a dependent in the Exemptions section on another person’s tax return).

Note: Either selection disallows the taxpayer's personal and dependent's exemptions on Form 1040 and limits the standard deduction according to the Standard Deduction Worksheet in the Form 1040 instructions. Selecting Taxpayer claimed as dependent disallows the education credits, student loan interest deduction, and retirement savings contributions credit.

Follow the links below to answer some of the more frequently asked questions when it comes to entering dependents in Intuit Lacerte:

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