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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.
SALT Limitation
Drake Tax's SALT Limitation Worksheet breaks down the deductions for the $10,000 State and Local Tax Deduction.
Business Code Search
Quickly find business codes in Drake Tax.