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:
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.
Medical, dental, and long-term care deductions are available to people who are self-employed.
Enter expenses related to child and dependent care on Screen 2 and Screen 2441 for each dependent for whom expenses were incurred.