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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. [CC]

Other videos in this category:

Learn how to prepare some or all of your state extensions, by using the STEX screen. [CC]

Creating a return with a temporary ITIN. [CC]

Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation. [CC]