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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.
Other videos in this category:
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Identification Screen (IDS Screen)
Due to IRS Security Summit initiatives designed to help prevent identity theft, the IDS screen is required on every individual return for e-file.
FAFSA Worksheet
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.