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:
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 2020 tax return.
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes. [CC]