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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:
Temporary ITIN
Creating a return with a temporary ITIN. [CC]
Entering Multi-State W-2
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward. [CC]