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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
Calculating QBI for Schedule C income
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.
Form 1040-SR
Learn how to generate and suppress Form 1040-SR in Drake Tax.
Amended Return
Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.
