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:
Electronically attach PDF files to Form 1040 and other specific tax forms. [CC]
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
Prepare amendments to tax returns using the Data Entry menu to access the 1040X Amended Return screen. [CC]