glw1861
Level 3

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?

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