Is there a way to request a specific query on the 1040 homebase? We want to identify those clients who gave us an IP PIN this year maybe?

Forum|Forum|1 month ago
April 22, 2026
2 replies
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ProSeries Professional

Best answer by IntuitVanessa A

No. IP PIN is not one of the options you can sort or query by.

Just-Lisa-Now-

Intuit Community Champion

Top menu bar Homebase > Add/Edit Custom Views what you see in that list is what our choices are.

FWIW For my clients with IPPINs Ive been right clicking in the IPPIN entry box and adding a "Note" this will trigger an "error" each year that (it inputs a zero in that box which creates the error, since IPPINs are 6 digits), making it easier to notice before submitting.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

I

IntuitVanessa AAnswer

Level 3

No. IP PIN is not one of the options you can sort or query by.

T

trivcpaAuthor

Level 3

bummer...can it become a query in the future with IP Pins becoming more and more requested? In the meantime, we will put a note on the IP PIN field for those clients affected.

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IntuitVanessa A

Level 3

We definitely want your feedback to be heard where it can drive change. For suggestions and improvements like this, the Proseries Idea Exchange is the most impactful place to share your thoughts. When ideas are submitted there, other tax professionals can vote on them, which helps our development teams prioritize and plan future enhancements. Thanks for sharing and for being a part of the community.

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