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:
Learn how to prepare some or all of your state extensions, by using the STEX screen. [CC]
Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry. [CC]
The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue. [CC]