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:
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]