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. [CC]
Other videos in this category:
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes. [CC]
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Enter expenses related to child and dependent care on Screen 2 and Screen 2441 for each dependent for whom expenses were incurred.