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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:
Calculating QBI for Schedule E Income
Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.