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]
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Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]
Use Form 8915-E to report distributions due to Coronavirus and other disasters.