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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:
Electronic Funds Withdrawal
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
Late Filed Returns (LATE Screen)
Calculate late federal filing penalties and interest using the Late Screen in Drake Tax.
Affordable Health Care Act
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation.