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Level 2
March 7, 2021
Question

Can I print a list of clients that had a 1099-G?

  • March 7, 2021
  • 35 replies
  • 160 views

Seeing that they have passed the Recovery Act and are allowing the first $10,200 of unemployment to be non taxable, can Proseries print a list of Clients that already been filed that have a 1099-G

This topic has been closed for replies.

35 replies

Just-Lisa-Now-
Intuit Community Champion
March 7, 2021

As of right now, no, there is no option.  Hopefully they will get a query set up for us to use for this.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Intuit Community Champion
March 7, 2021

The 1040X wont be ready to file with until the end of March, so theres plenty of time for them to come up with a Query for this.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
PATAX
Level 12
March 7, 2021

They need to extend tax season again, like they did last year... Too much going on this year, and tax preparers have been stuck into the meat grinder ... Just my opinion

qbteachmt
Level 15
March 7, 2021

"Seeing that they have passed the Recovery Act"

Where did you see this fact?

Who is "they?"

 

"Updated 4:16 p.m. ET, March 6, 2021

House Majority Leader Steny Hoyer said the House will vote Monday night on the rule laying out terms for the bill’s consideration, and the House will vote on Tuesday on the Senate-passed version of the bill.

Senate Majority Leader Chuck Schumer said he has "no doubt” Biden will sign the American Rescue Plan before the March 14 deadline."

Don't yell at us; we're volunteers
PATAX
Level 12
March 7, 2021

Please do not take this the wrong way  , it is just my opinion ... You should already have a list of all the tax returns that you have completed up to this date... And I would assume you have a pretty good idea of those returns that had unemployment benefits... If you're not sure of a certain client just open up the file and look... Just my opinion

BobKamman
Level 15
March 7, 2021

@PATAX 

"GY" may be running an office with ten preparers who are working on 2,500 returns.  

A Search function would be great, but what do you expect?  This is Intuit.  And I understand there are many unemployed students under age 23 who can be hired to look at Schedule 1, Line 7, and indicate "Yes" or "No."  Shouldn't take too long.  

PATAX
Level 12
March 7, 2021

It may take long for some of those rocket scientists... They are not the grandchildren of Nikola Tesla or Albert Einstein.. God forgive me.

IRonMaN
Level 15
March 7, 2021

I don't think you will need a list.  The phone calls should start pouring in Monday morning with clients wanting to file amended returns.

Slava Ukraini!
PATAX
Level 12
March 7, 2021

Yeah it will be like a plague of locust....🐝🐝🐝🦟🦟🦟

ljr
Level 9
March 7, 2021

The unemployment phone calls can get added to all the phone calls we're getting asking why they haven't gotten the refund from them filing 3 weeks ago yet. My poor receptionist better not quit. lol.

A query option would be great though. I just don't know when I would be looking for all the ones that need to be amended. Maybe at 9pm with a bottle of wine? Bad enough I'm in the office at 6:30 am on Sunday already cranking out returns.

PATAX
Level 12
March 7, 2021

That is why they need to extend tax season... Too much going on this year.

Level 7
March 7, 2021

It is going to start getting messy next week. There is no way they can do that without extending the tax season. The question is: when ps will have the update to exempt the first 10200 unemployment or we will have to do it manually. What will you do with the new customers who have unemployment? Challenging situation. 

 

Level 2
March 8, 2021

I'm really, really, REALLY, hoping that PS makes this particular amendment a simple process. Like, open the return, check the amended box, save. Then, click on a check box to exclude and recalculate the previously taxed UI benefits in the return....SEND and NEXT. Are you listening Intuit?

Okay, back to reality because programmers are not accountants...We will have to save the original return, rename the file, then delete the 1099-G...Save again, then add back the 1099-G, print, sign and file by mail. Don't be shocked if this is the process...it's what they do. Just sayin' God help us all!

Just-Lisa-Now-
Intuit Community Champion
March 8, 2021
it will be the same as any amendment, check the amended box, go in and make the adjustment for UI, they will need to put some kind of action in place to disallow this adjustment for those with incomes over the limit.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪