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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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Charitable Contributions Carryovers

Track excess Charitable Contributions to carry forward.

Form 1099K

IRS Form 1099-K, Payment Card and Third-Party Network Transactions, is an IRS information return used to report certain payment transactions to improve voluntary tax compliance.

Form 1040-SR

Learn how to generate and suppress Form 1040-SR in Drake Tax.