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:
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation.
Electronically attach PDF files to Form 1040 and other specific tax forms.
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.