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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
Business Code Search
Quickly find business codes in Drake Tax.
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Split a Return
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
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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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