When preparing an individual tax return in TaxSlayer ProWeb, dependents are entered under Basic Information in the Dependents/Qualifying Person menu.
When starting a return for a prior year client, you'll have the option of pulling forward the prior year dependent information. If you need to edit a dependent record, click the pencil icon on the right side of the dependent's record in the "Dependent or Qualifying Child" menu.
Entering a dependent
Within the return in TaxSlayer ProWeb, navigate here:
- Basic Information
-
Dependents/Qualifying Person - If there's an existing dependent record,
click + Add a Dependent or Qualifying Child.
Enter the dependent's first and last names, date of birth, and taxpayer identification number, whether an SSN, ITIN, or ATIN.
If the dependent does not have a SSN, ITIN, or ATIN, check the box indicating that, then select either Yes or No for this statement: This dependent will be completing a Form W-7, Application for ITIN.
Note that if you're not completing Form W-7, you'll need to select the reason indicating why:
- Applied for SSN - They have separately applied for an SSN.
- Applied for ITIN - They have separately applied for an ITIN.
- Died in 20xx - They died before a SSN could be assigned. Generally this relates to children who were born and died the same year, and after finishing with this dependent's info you'll need to attach a PDF copy of either their birth certificate, their death certificate, or a hospital medical record that shows they were born alive.
- Amish
- Mennonite
- SSA 205(c) - The section of the Social Security Administration regulations that denies issuing an SSN to a nonresident alien who has no source of income in the United States.
- F4029 - The taxpayer has an approved Form 4029 filed with the IRS.
Note that the reason you select will print on Form 1040 in the dependent's record where the SSN otherwise prints.
Was this individual a U.S. citizen, U.S. national, or U.S. resident alien?
Select Yes or No. Note that if you answer No, this dependent will not be included in the calculations on Schedule 8812.
Relationship
Click the dropdown menu and select the relationship.
Number of months this person lived in your home during 20xx
Select the number of months the dependent lived with the taxpayer. If the dependent was born during the tax year, select 12. If the dependent did not live with the taxpayer during the year, determine if one of the non-numeric reasons applies:
- Lived in Canada - The dependent lived in Canada for all or part of the year
- Lived in Mexico - The dependent lived in Mexico for all or part of the year
- Divorce/Separation - The dependent did not live with the taxpayer due to divorce or separation
- Kidnapped - The dependent was kidnapped for part or all of the year
- Other Reasons - The dependent did not live with the taxpayer due to circumstances other than divorce or separation
This person was over age 18 and a full-time student at an eligible educational institution
Check this box if the dependent was enrolled as a full-time student during any part of at least 5 calendar months during the tax year. In this context, the school is postsecondary. It can include a technical, trade, or mechanical school, as well as a full-time, on-farm training course given by a school or a state, county, or local government agency. It does not include a school offering courses only through the Internet, a correspondence school, or an on-the-job training course. (This question mainly has relevance for a dependent older than age 18 and younger than age 24.)
Check if this person was DISABLED
Check this box if the dependent is permanently and totally disabled at any time during the tax year. 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.
Check if this qualifying child is NOT YOUR DEPENDENT
Check this box if the taxpayer is claiming certain tax credits for a child, but not claiming the child as a dependent.
Check if you wish NOT to claim this dependent for Earned Income Credit purposes
Check this box if the dependent's SSN is not valid for Earned Income Credit (EIC) purposes, or the taxpayer does not want to claim the Earned Income Credit (EIC) for this dependent.
Check if this dependent is married
Check this box if the dependent or qualifying person is married. Generally, if the dependent or qualifying person is married and files a joint return, they cannot be claimed 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.
This dependent made over $4,700 of income
Check this box if the dependent's income was more than $4,700 during the tax year.
This dependent qualifies for a Multiple Support Declaration
Check this box to access Form 2120, Multiple Support Declaration. This form should only be completed if all of the following apply:
- You have a signed declaration from another taxpayer.
- The other taxpayer provided at least 10% of the dependent's support during the year.
- Neither taxpayer provided more than 50% of the dependent's support during the year.
- All other taxpayers who provided more than 10% of the dependent's support have agreed not to claim the dependent.
Additional Information:
IRS: Publication 501 Dependents, Standard Deductions, and Filing Information