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Split a Return

The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Other videos in this category:
Calculating QBI for Schedule E Income
Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.
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.
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.