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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. [CC]
Other videos in this category:
Amended Return
Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen. [CC]
PINs
Review the setup and data entry required for using a PIN signature. [CC]
Affordable Health Care Act
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation. [CC]