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Drake Tax
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Drake Tax Setup
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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
Split a Return
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Generating Estimated Payment Vouchers
Drake Tax automatically generates estimated tax payment vouchers for federal returns without requiring any data entry.
FAFSA Worksheet
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.
