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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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Form 1099K

IRS Form 1099-K, Payment Card and Third-Party Network Transactions, is an IRS information return used to report certain payment transactions to improve voluntary tax compliance.

PDF Attachment

Electronically attach PDF files to Form 1040 and other specific tax forms.

Disaster Relief for 2020

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