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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
Virtual Currency
Answer the virtual currency question on Forms 1040 and 1040-SR
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Identification Screen (IDS Screen)
Due to IRS Security Summit initiatives designed to help prevent identity theft, the IDS screen is required on every individual return for e-file.
