Re: Form 8915

Annie D · ‎12-16-2021

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

Just-Lisa-Now- · ‎12-16-2021

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 · ‎12-18-2021

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.

Form 8915

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