Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Productivity Tools
Client Status Manager
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Drake Tax Online
Drake Accounting
Accounting
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Drake Hub
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Drake Pay
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Gruntworx
Web1040
Spanish
Go to Support Site
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
Installment Sale
Entering an installment sale in Drake Tax
Form 1040-SR
Learn how to generate and suppress Form 1040-SR in Drake Tax.
PINs
Review the setup and data entry required for using a PIN signature.
