Videos
Drake Tax
Getting Started
Drake Tax Setup
Software Customization
Software Navigation
Business Returns
Data Entry Navigation
Tax Topics
Imports and Exports
Client Communications
Drake Scheduler
Letters and Labels
Organizers
Billing
e-Filing
Individual Returns
Data-Entry Navigation
Tax Topics
Imports and Exports
Productivity Tools
Client Status Manager
Drake Documents
Reports
Return Review
Tools
Drake Tax Online
Drake Accounting
Accounting
Forms and e-Filing
Payroll
Setup and Tools
Drake Hub
Drake Workflow
Drake Portals
Drake Pay
Partner Products
Bank Products
Audit Protection
Gruntworx
Web1040
Spanish
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.
Other videos in this category:
Data-Entry Navigation
Imports and Exports
Tax Topics
Installment Sale
Entering an installment sale in Drake Tax
Charitable Contributions Carryovers
Track excess Charitable Contributions to carry forward.
PDF Attachment
Electronically attach PDF files to Form 1040 and other specific tax forms.
