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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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Business Code Search

Quickly find business codes in Drake Tax.

Entering Multi-State W-2

Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.

Recovery Rebate Credit (Economic Impact Payment) 2020

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.