Form 8820

Government Form CCH Axcess Input
  Worksheet Section Field
Name   General > Basic Data General

First name > Taxpayer

Initial > Taxpayer

Last name > Taxpayer

Spouse's name   General > Basic Data General

First name > Spouse

Initial > Spouse

Last name > Spouse

Identifying Number   General > Basic Data General Social security number > Taxpayer
Part I - Current Year Credit
1  

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Qualified clinical testing expenses
2a Yes  

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Electing reduced credit under section 280C is checked
2a No  

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Electing reduced credit under section 280C is not checked
2a Calculated
2b Form 8932, line 2
 

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Wages included in expenses and as differential wage payments - override
2c Calculated
3  

Any of the following:

Income >

  • Fiduciary Passthrough
  • Partnership Passthrough
Form 8820 - Orphan Drug Credit Flowthrough orphan drug credit from other entities
 

Any of the following:

Income >

  • Partnership Passthrough
  • S Corporation Passthrough
Activity Other Credits
IF
 

Any of the following:

Income >

  • Partnership Passthrough
  • S Corporation Passthrough
Activity Type is "6"
4 Calculated
5 Not applicable to Individual returns
6 Not applicable to Individual returns
Part II - Orphan Drug Information
7a-z  

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Drug name
 

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Designation No.
 

Any of the following:

Income >

  • Business
  • Fiduciary Passthrough
  • Partnership Passthrough
  • Large Partnership Passthrough
  • S Corporation Passthrough
Form 8820 - Orphan Drug Credit Date Issued