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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. [CC]
Other videos in this category:
Computing Taxable State Refund with AMT
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]
Business Code Search
Quickly find business codes in Drake Tax. [CC]
STEX screen
Learn how to prepare some or all of your state extensions, by using the STEX screen. [CC]