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M
MN6
Level 1
February 13, 2022
Question

8915-E

  • February 13, 2022
  • 2 replies
  • 14 views

Is there a way to search in Pro Series for all clients who used the 8915-E form in 2020?

    This topic has been closed for replies.

    2 replies

    J
    jeffmcpa2010
    Level 10
    February 13, 2022

    Unfortunately so far the most likely method for positive results for that search is manually through your file cabinets.

    Many have asked if there is a proseries query that works and I have not seen one listed.

      IRonMaN
      IRonMaN
      Level 15
      February 13, 2022

      Why does everybody seem to need the information ahead of time?  Are you going to tell clients to stay away if they used 8915E last year? 

      Slava Ukraini!
        dascpa
        dascpa
        Level 11
        February 13, 2022

        I assume these people don't have their prior year return open at the same time their current year is.  If you do you can just look at the return last year while preparing the current year return and see if the 8915 or any other item should be picked up in the current year.  I took a class on being efficient.

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