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:
Allocate the sales price and expenses from a group sale of assets easily. [CC]
Use this three-year state tax comparison to help taxpayers understand differences between the current and preceding year state tax returns. [CC]
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.