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i want to find clients in 2022 that had form 8915F

rudy8060
Level 1

i want to find clients in 2022 that had form 8915f

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4 Comments 4
Terry53029
Level 14
Level 14

There is a query, but I don't see the one you want, so I believe you would have to look at all your clients

IRonMaN
Level 15

Sometimes it's good not to put all of your faith in the software.  If you think you have clients that are going to need a little extra attention next year, it's not a bad idea to create your own list as you march through tax season.


Slava Ukraini!
dkh
Level 15

You can go back to the 2020 program run the Query for Qualified Disaster Distribution Spread over 3 years.  Use that list to help with 2022.   What did you use to find the 2021 clients with the 8915F ?

qbteachmt
Level 15

"With the 3/17/22 release of ProSeries Professional 2020 there is now a Client Analyzer Query available that will help you locate clients that may need the 8915-F in tax year 2021, 2022 and 2023."

https://proconnect.intuit.com/support/en-us/help-article/retirement-tax-credits-deductions/generatin...

 

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