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Form 8332 Release of Claim to Exemption

SOLVEDby IntuitLacerte Tax17Updated August 20, 2021

To Generate Form 8332:

  1. Go to Screen 70, Release of Claim to Exemption (8332).
  2. Check the box to generate the applicable Part of Form 8332;
    • Completing Part I (Release of Claim to Exemption for Current Year)
    • Completing Part II (Release of Claim to Exemption for Future Years)
    • Completing Part III (Revocation of Release of Claim to Exemption for Future Years)
  3. Enter the name of the child for this Form 8332 (code 2).
  4. Select the Type of parent (code 9).
  5. If applicable;
    • Check Parent is spouse
    • Enter Other parent name
    • Enter Other parent SSN
    • Enter Future tax years (Part II or III)
    • Enter Signature date
  6. To enter additional children, select Add from the left navigation panel and repeat steps 2 - 5.

​​Note: Form 8332 must be attached as a PDF when e-filing. The program will generate an informational diagnostic, ref #3372).

Noncustodial Parent:

If the custodial parent is releasing their claim to the exemption, per the form instructions, they do not file the Form 8332 - the noncustodial parent who will claim the exemption does.  If the custodial parent doesn't wish to file the Form 8453, there are two options:

Option One

  1. Prepare the Form 8332 on the custodial parent's return,
  2. Print, sign, and distribute to noncustodial parent.
  3. Delete the data entered in Screen 70, Release of Claim to Exemption (8332), to 'turn off' the Form 8453.

Option Two

  1. Prepare the Form 8332 on the noncustodial parent's return.  Make entries in these fields:
    1. Other parent name.
      • Note: 2016 and Prior year Lacerte - Enter Name(s) of parent claiming exemption [O] to enter the name of noncustodial parent claiming the exemption
    2. Other parent SSN
      • Note: 2016 and Prior year Lacerte - Social security number of parent claiming exemption [O] to enter the ssn of the custodial parent releasing the exemption.

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