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]
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Allocate the sales price and expenses from a group sale of assets easily. [CC]
Drake Tax's SALT Limitation Worksheet breaks down the deductions for the $10,000 State and Local Tax Deduction. [CC]
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.