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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:
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.
Calculating QBI for Schedule E Income
Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.