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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:
Identification Screen (IDS Screen)
Due to IRS Security Summit initiatives designed to help prevent identity theft, the IDS screen is required on every individual return for e-file.
PINs
Review the setup and data entry required for using a PIN signature.
Business Code Search
Quickly find business codes in Drake Tax.