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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.

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Form 5405 - Sale of Primary Residence

Easily track repayment of the Home Buyer’s Tax Credit by entering data into Form 5405 on the Home screen.

Foreign Tax Credit, Form 1116

Generate the Foreign Tax Credit on Schedule B for foreign-source income that would normally be taxed by both the US and the country from which the income is derived.

Installment Sale

Entering an installment sale in Drake Tax