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i want to find clients in 2022 that had form 8915f
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There is a query, but I don't see the one you want, so I believe you would have to look at all your clients
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Sometimes it's good not to put all of your faith in the software. If you think you have clients that are going to need a little extra attention next year, it's not a bad idea to create your own list as you march through tax season.
Slava Ukraini!
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You can go back to the 2020 program run the Query for Qualified Disaster Distribution Spread over 3 years. Use that list to help with 2022. What did you use to find the 2021 clients with the 8915F ?
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"With the 3/17/22 release of ProSeries Professional 2020 there is now a Client Analyzer Query available that will help you locate clients that may need the 8915-F in tax year 2021, 2022 and 2023."
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