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:
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2021 tax return.