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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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Charitable Contributions Carryovers

Track excess Charitable Contributions to carry forward.

Split a Return

The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.

Recovery Rebate Credit (Economic Impact Payment) 2020

Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2020 tax return.