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:
Use the Additional Entries tab to report data exceeding the four fields provided on the W2 screen or school district wages in withholding.
Learn how Minimum Essential Coverage, exemptions, and the Individual Shared Responsibility Payment impact tax preparation.
Learn how to use screen RRC to calculate any available Recovery Rebate Credit (Economic Impact Payment) that the taxpayer might be entitled to on the 2021 tax return.