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Roth Distributions and Rollover
Enter most retirement income information – such as data related to Roth distributions and rollovers – using the 1099, 8606, and Roth screens.
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Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
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Business Code Search
Quickly find business codes in Drake Tax.
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Computing Taxable State Refund with AMT
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT.
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