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:
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 2020 tax return.
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]