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 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.
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.