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:
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Drake Tax's SALT Limitation Worksheet breaks down the deductions for the $10,000 State and Local Tax Deduction.
Medical, dental, and long-term care deductions are available to people who are self-employed.