Dependent Not Showing in UltimateDR

If dependent information is not flowing to the individual return (1040) in View/Print mode, open the Name and Address screen (screen 1) in data entry and verify that neither taxpayer nor spouse are checked as a dependent of another.

Publication 501 includes an overview of the rules for claiming an exemption for a dependent. One of the rules is: You cannot claim any dependents if you, or your spouse if filing jointly, could be claimed as a dependent by another taxpayer.

Other reasons why the dependent may not appear include:

1. Screen 2, Dependents, is marked as Not a dependent
2. Screen 2, Dependents, is marked as Not a dependent - HOH qualifier
3. Screen 2, Dependents, is marked as Not a dependent - ACA household member (for Form 8965 purposes ONLY)

Both fields are at the bottom of the dependents screen under Additional Information.