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:
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT.
Learn how to prepare some or all of your state extensions, by using the STEX screen.
Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen.