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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:
Entering Multi-State W-2
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.
Computing Taxable State Refund with AMT
Calculate the taxable portion of the state refund carry to next year's return when the taxpayers is subject to AMT.
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.