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:
Electronically attach PDF files to Form 1040 and other specific tax forms.
Review the setup and data entry required for using a PIN signature.
Learn how to prepare some or all of your state extensions, by using the STEX screen.