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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.

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Calculating QBI for K-1 Income

Calculate the qualified business income (QBI) deduction for income deriving from 1065 and 1120S income reported on Schedule K-1.

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.

Foreign Tax Credit, Form 1116

Generate the Foreign Tax Credit on Schedule B for foreign-source income that would normally be taxed by both the US and the country from which the income is derived.