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Electronic Funds Withdrawal

Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.

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The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.

Creating a return with a temporary ITIN.

Enter most retirement income information – such as data related to Roth distributions and rollovers – using the 1099, 8606, and Roth screens.