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A
Annie D
Level 3
December 16, 2021
Question

Form 8915

  • December 16, 2021
  • 1 reply
  • 7 views

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

This topic has been closed for replies.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 16, 2021
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♥¸¸.•*¨*•♫♪
    A
    Annie D Author
    Level 3
    December 18, 2021

    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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