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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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Amended Return

Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.

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.

Virtual Currency

Answer the virtual currency question on Forms 1040 and 1040-SR