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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:
Group Sale
Allocate the sales price and expenses from a group sale of assets easily.
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
Identification Screen (IDS Screen)
Due to IRS Security Summit initiatives designed to help prevent identity theft, the IDS screen is required on every individual return for e-file.