Go to Support Site

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:

Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.

Allocate the sales price and expenses from a group sale of assets easily. [CC]

Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen. [CC]