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Level 2
December 7, 2019
Solved

Is there a way to do a customized query, e.g., query on particular lines on 1040 (Line 9b, Qualified Dividends), or other items such as W-2 Employer names?

  • December 7, 2019
  • 3 replies
  • 18 views

Query options

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Best answer by Just-Lisa-Now-
The query options are few, if you don't see it, then its not an option.

Sometimes you can customize the HB view to display certain items from the returns...its a long list to choose from, whether what you're looking for is in there, you'd have to go digging.

From a regular HB view >Homebase > Column headings  you can remove the columns you don't need and add the ones you'd like to see

3 replies

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
The query options are few, if you don't see it, then its not an option.

Sometimes you can customize the HB view to display certain items from the returns...its a long list to choose from, whether what you're looking for is in there, you'd have to go digging.

From a regular HB view >Homebase > Column headings  you can remove the columns you don't need and add the ones you'd like to see
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
cmaimaAuthor
Level 2
December 7, 2019
Thank you---the info I need is not available thru the query or the HB view unfortunately.  It's too bad a custom query is not a feature of Pro Series!