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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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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.

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.

Direct Deposit

The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.