1099G query

jclark11 · ‎03-21-2021

I know that there is probably not an easy solution to this problem BUT is there a way to make a query so we can search our returns that are mfj and have the unemployment issue. I have done sooo many returns and cannot go thru each one to see who had unemployment.

Accountant-Man · ‎03-21-2021

Add a Home Base column for Other Income.

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Just-Lisa-Now- · ‎03-21-2021

I thought they gave us an unemployment query the other day?

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dd4vols · ‎03-21-2021

YES! On the HOMEBASE VIEW dropdown (where you choose 1040, 1065,etc),select (near the bottom),Client Analyzer Queries. It's like the 2nd from bottom. when you open that. then the Unemployment query is like 3 from the top. Only downside is it takes a while, as it reviews every 1040. I started it last night when I left, and had the results when i came in this morning.

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1099G query

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