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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:
Late Filed Returns (LATE Screen)
Calculate late federal filing penalties and interest using the Late Screen in Drake Tax.
Child and Dependent Care
Enter expenses related to child and dependent care on Screen 2 and Screen 2441 for each dependent for whom expenses were incurred.
Direct Deposit
The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.