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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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Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
Temporary ITIN
Creating a return with a temporary ITIN.
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Business Code Search
Quickly find business codes in Drake Tax.
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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.