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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:
Data-Entry Navigation
Imports and Exports
Tax Topics
Virtual Currency
Answer the virtual currency question on Forms 1040 and 1040-SR
Business Code Search
Quickly find business codes in Drake Tax.
Amended Return
Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.
