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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:
Data-Entry Navigation
Imports and Exports
Tax Topics
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.
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
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.
