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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:
Electronic Funds Withdrawal
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
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.
Business Code Search
Quickly find business codes in Drake Tax.