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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.

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Virtual Currency

Answer the virtual currency question on Forms 1040 and 1040-SR

Computing Taxable State Refund with AMT

Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT.

Advanced Child Tax Credit

Advance CTC payments must be reconciled on the 2021 tax return. Excess advance payment amounts received will be required to be repaid in certain circumstances. To reconcile amounts received for the advance child tax credit, entries must be made on the 8812 screen in Drake Tax 2021.