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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.
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
Generating Estimated Payment Vouchers
Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry.