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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:

Creating a return with a temporary ITIN.

The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.

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