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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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.
Learn how to prepare some or all of your state extensions, by using the STEX screen. [CC]
Learn how to generate and suppress Form 1040-SR in Drake Tax.