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Drake Tax
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Go to Support Site
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:
Data-Entry Navigation
Imports and Exports
Tax Topics
Disaster Relief for 2020
Use Form 8915-E to report distributions due to Coronavirus and other disasters.
FAFSA Worksheet
The Drake Tax FAFSA Worksheet helps your clients collect information needed when filing for federal student aid.
PINs
Review the setup and data entry required for using a PIN signature.
