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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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Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
Installment Sale
Entering an installment sale in Drake Tax
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
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FAFSA Worksheet
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.
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