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:
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid. [CC]
Medical, dental, and long-term care deductions are available to people who are self-employed. [CC]