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:
Allocate the sales price and expenses from a group sale of assets easily. [CC]
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding. [CC]
Beginning January 1, 2018, the federal deduction for job-related moving expenses has been eliminated, except for certain military personnel. [CC]