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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:
Data-Entry Navigation
Imports and Exports
Tax Topics
Entering Multi-State W-2
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.
Split a Return
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Calculating QBI for Schedule C income
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.
