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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.
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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.
Electronic Funds Withdrawal
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.