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:
Calculate the qualified business income (QBI) deduction for income deriving from Schedule C.
Track excess Charitable Contributions to carry forward.
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation.