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:
Learn how to generate and suppress Form 1040-SR in Drake Tax.
Beginning in 2018 the previous federal deduction for employee business expenses reported on Form 2106 has been suspended unless the taxpayer meets certain criteria.
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.