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]
Other videos in this category:
Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2020 tax return.
Learn how to generate and suppress Form 1040-SR in Drake Tax.
Enter expenses related to child and dependent care on Screen 2 and Screen 2441 for each dependent for whom expenses were incurred.