glw1861
Level 3
03-18-2022
11:49 AM
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Thank you. How can I find which clients may have elected to take the Covid option and only picked up 1/3 last year? I looked at the client analyzer for 2020 returns and that isn't an option. There isn't even an option to show which clients had a 1099-R or took a distribution. And since the information did NOT carryover in the carryover worksheet am I going to have to look at every single return to figure out which returns I need to deal with this issue?