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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:
Data-Entry Navigation
Imports and Exports
Tax Topics
Form 3903 - Moving Expenses
Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel.
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Temporary ITIN
Creating a return with a temporary ITIN.
