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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:
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.
Generating Estimated Payment Vouchers
Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry.
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.