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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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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.

Disaster Relief for 2020

Use Form 8915-E to report distributions due to Coronavirus and other disasters.

Electronic Funds Withdrawal

Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.