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Art1
Level 2
February 9, 2022
Question

2021 Form 8915-F

  • February 9, 2022
  • 1 reply
  • 4 views

Since we will have to manually enter information on the 2021 Form 8915-F from the 2020 Form 8915-E forms I wanted to get a list of clients in 2020 that had Form 8915-E.  So I could identify.

I went to the Analyzer and Query and could not see how to ask that question.

 

Help!

This topic has been closed for replies.

1 reply

qbteachmt
qbteachmt
Level 15
February 9, 2022

Someone described it here:

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/form-8915-how-to-identify-clients-who-elected-to-spread-the-ira/01/194938#M103756

 

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