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. [CC]
Other videos in this category:
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes. [CC]
Track excess Charitable Contributions to carry forward. [CC]
Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel. [CC]