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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
Entering Multi-State W-2
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.
Late Filed Returns (LATE Screen)
Calculate late federal filing penalties and interest using the Late Screen in Drake Tax.
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
