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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.

Recovery Rebate Credit (Economic Impact Payment) 2021

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 2021 tax return.

Business Code Search

Quickly find business codes in Drake Tax.