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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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Generating Estimated Payment Vouchers

Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry.

Business Code Search

Quickly find business codes in Drake Tax.

Foreign Tax Credit, Form 1116

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.