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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.

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STEX screen

Learn how to prepare some or all of your state extensions, by using the STEX screen.

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.

Calculating QBI for Schedule E Income

Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.