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. [CC]
Other videos in this category:
Generate the Foreign Tax Credit on Schedule B for foreign-source income that would normally be taxed by both the US and the country from which the income is derived.
Answer the virtual currency question on Forms 1040 and 1040-SR
The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue. [CC]