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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.
Other videos in this category:
Calculating QBI for Schedule C income
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.
Group Sale
Allocate the sales price and expenses from a group sale of assets easily.
Direct Deposit
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.