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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:

Recovery Rebate Credit (Economic Impact Payment) 2021

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 2021 tax return.

Calculating QBI for K-1 Income

Calculate the qualified business income (QBI) deduction for income deriving from 1065 and 1120S income reported on Schedule K-1.

Car & Truck Expenses

Learn how to enter expenses for automobiles used in trade or business.