Annie D
Level 3

How do I sort Homebase to identify all clients that used form 8915 in their 2020 returns?

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Just-Lisa-Now-
Level 15
Level 15
I doubt thats one of the HB columns to choose from. Have you looked in the built in queries? Tools > Client Analyzer Im not sure if its there, but thats where I would look.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Annie D
Level 3

I tried the Client Analyzer.  It did not have the 8915 form or mention of pensions.  I will take each client as it comes and review for the 8915 form.  Thank you for your help.  It was a great suggestion.

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