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    Form 8915

    Annie D
    Level 3
    ‎12-16-2021 07:13 AM

    How do I sort Homebase to identify all clients that used form 8915 in their 2020 returns?

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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-16-2021 10:11 AM
    I doubt thats one of the HB columns to choose from. Have you looked in the built in queries? Tools > Client Analyzer Im not sure if its there, but thats where I would look.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Annie D
    Level 3
    ‎12-18-2021 06:57 AM

    I tried the Client Analyzer.  It did not have the 8915 form or mention of pensions.  I will take each client as it comes and review for the 8915 form.  Thank you for your help.  It was a great suggestion.

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