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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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Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen.
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Form 3903 - Moving Expenses
Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel.
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Form 1040-SR
Learn how to generate and suppress Form 1040-SR in Drake Tax.
