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:
Learn how to generate and suppress Form 1040-SR in Drake Tax.
Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry. [CC]
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]