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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
Form 5405 - Sale of Primary Residence
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Business Code Search
Quickly find business codes in Drake Tax.
Calculating QBI for Schedule C income
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.
