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]
Other videos in this category:
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
Track excess Charitable Contributions to carry forward. [CC]