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
Drake Documents
Reports
Return Review
Tools
Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Hub
Drake Workflow
Drake Portals
Drake Pay
Partner Products
Bank Products
Audit Protection
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.
[CC]
Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
FAFSA Worksheet
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.
[CC]
Group Sale
Allocate the sales price and expenses from a group sale of assets easily.
[CC]
Business Code Search
Quickly find business codes in Drake Tax.
[CC]
