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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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PDF Attachment

Electronically attach PDF files to Form 1040 and other specific tax forms.

Calculating QBI for Schedule E Income

Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.

Recovery Rebate Credit (Economic Impact Payment) 2020

Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2020 tax return.