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@Ephesians3-14 wrote:

I already presented a workaround query.

In the 2020 software set up a home base query that lists the TAXABLE IRAs and TOTAL IRAs. then sort. If there are total IRAs of $75,000 and Taxable IRAs of $25,000 (or more), then you might have a 3 yr spread candidate.

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Good idea. 

Personally, I always look my client's prior year tax return when preparing and reviewing the current year return, so I would see it there.