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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:
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
Foreign Tax Credit, Form 1116
Generate the Foreign Tax Credit on Schedule B for foreign-source income that would normally be taxed by both the US and the country from which the income is derived.