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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. [CC]
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Business Code Search
Quickly find business codes in Drake Tax. [CC]
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. [CC]
Form 5405 - Sale of Primary Residence
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.