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]
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Quickly find business codes in Drake Tax. [CC]
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
Generate the Foreign Tax Credit on Schedule B for foreign-source income that would normally be taxed by both the US and the country from which the income is derived.