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Drake Tax
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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
Form 1040-SR
Learn how to generate and suppress Form 1040-SR in Drake Tax.
PDF Attachment
Electronically attach PDF files to Form 1040 and other specific tax forms.
SALT Limitation
Drake Tax's SALT Limitation Worksheet breaks down the deductions for the $10,000 State and Local Tax Deduction.
