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- Client analyzer query for Form 8915-e
Client analyzer query for Form 8915-e
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140Main
Level 2
02-21-2022
03:48 PM
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The client query is a nice feature, however it would be nice if I could identify my 2020 clients who used the form 8915e to spread a pension distribution over 3 years, since the 2021 form 8915F will not be ready until the end of march. This would allow me to contact them ahead of time and not make appointments for a return that can't be finished.
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