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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:

Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.

Learn how to prepare some or all of your state extensions, by using the STEX screen.

Drake Tax's SALT Limitation Worksheet breaks down the deductions for the $10,000 State and Local Tax Deduction.