The Dependents & Qualifying Dependents Menu displays all previously entered information for dependents. All information on this screen can be altered by simply selecting the line item you wish to change.
Months - Enter the number of months that the dependent lived with the taxpayer. If the dependent was born or died during the tax year, enter 12 months. If the dependent did not live with the taxpayer during the year, but is considered a dependent for any of the following reasons, enter the code provided.
KC - The dependent was kidnapped for part or all of the year
CN - The dependent lived in Canada for all or part of the year
MX - The dependent lived in Mexico for all or part of the year
NC - The dependent did not live with the taxpayer due to divorce or separation
OT - The dependent did not live with the taxpayer due to circumstances other that divorce or separation
Full-Time Student - If the dependent was enrolled as a full-time student during any part of 5 calendar months during the tax year, indicate this by selecting Full-Time Student and selecting Yes.
Disabled - If the dependent is permanently and totally disabled at any time during the tax year, indicate this by selecting Disabled and then selecting Yes. A person is considered disabled if they can't engage in any substantial gainful activity because of a physical or mental condition and a doctor has determined that this condition has lasted or can be expected to last continuously for at least a year or can be expected to lead to death.
Dependent Care Expenses Paid - If dependent care expenses were paid for a qualifying person during the year, indicate this by selecting Dependent Care Expenses Paid and entering the amount of qualifying expenses paid. For additional information on who is a qualifying person and what are qualified expenses, click here.
U.S. Citizen, national or resident alien qualifying for CTC/ODC - In order to be eligible for the child tax credit or the credit for other dependents, the dependent must be a U.S Citizen, U.S. national or resident alien. Select this menu option to indicate Yes or No.
Qualifies for Child Tax Credit (CTC) / Qualifies for Other Dependent Credit - TaxSlayer Pro will default these options to yes or no depending on previously entered information for the dependent.
Child Tax Credit/Other Dependent Credit Due Diligence Questions - Paid tax preparers are required to verify that the dependent meets eligibility requirements in order to claim the child tax credit or the credit for other dependents. Select this menu option and answer Yes, No or Does Not Apply for each of the due diligence questions.
Dependent Due Diligence Notes - Paid tax preparers are required to enter notes about the information received when determining eligibility for certain refundable credits. Select Dependent Due Diligence Notes to detail the questions that were asked and any documentation that was reviewed by you in determining eligibility. For additional information on Paid Preparer Due Diligence Requirements, click here.
Remove from EIC/SSN Not Valid for EIC - If the dependent's SSN is not valid for Earned Income Credit (EIC) purposes, select SSN Not Valid for EIC then select Yes.
Qualifying Child Not a Dependent - If the taxpayer is claiming certain tax credits for a child, but not claiming the child as a dependent, indicate this by selecting Qualifying Child Not a Dependent and then selecting Yes.
Is this Person Married - If the dependent or qualifying person is married, indicate this by selecting Is this Person Married and then selecting Yes. Generally, if the dependent or qualifying person is married and files a joint return, they cannot be claimed that person as a dependent. However, if the dependent or qualifying person is married and doesn't file a joint return or files a joint return only to claim a refund of withheld income tax or estimated tax paid, they may be able to be claimed as a dependent. See IRS Publication 501 for more information.
If Married, Filing MFJ Return Only for Claim of Refund - If the dependent or qualifying person is married and files a joint return only to claim a refund of withheld income tax or estimated tax paid, indicate this by selecting Yes. See the explanation in the paragraph Is this Person Married above.
Identity Protection PIN - If the dependent or qualifying person was issued an Identity Protection Pin from the IRS, enter the pin in the Identity Protection Pin field. The IRS will reject any electronically filed tax return that does not include an identity protection pin issued to a taxpayer, their spouse or their dependents.