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:
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.
Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2021 tax return.