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:
Track excess Charitable Contributions to carry forward. [CC]
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]
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.