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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:

Form 2106 - Employee Business Expenses

Beginning in 2018 the previous federal deduction for employee business expenses reported on Form 2106 has been suspended unless the taxpayer meets certain criteria.

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.

Amended Return

Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.