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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Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT. [CC]
Answer the virtual currency question on Forms 1040 and 1040-SR