Go to Support Site

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:

Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.

Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel.

The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.