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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:
PDF Attachment
Electronically attach PDF files to Form 1040 and other specific tax forms.
Self-Employed Health Insurance Deduction
Medical, dental, and long-term care deductions are available to people who are self-employed.
Electronic Funds Withdrawal
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.