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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.
Other videos in this category:
Entering Multi-State W-2
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.
Form 3903 - Moving Expenses
Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel.
Form 5405 - Sale of Primary Residence
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.