Re: Is there any way to have the client analyzer find all returns with form 8965?

Billy from Hawaii · ‎11-23-2020

We want to see who paid the shared responsibility payment in 2017 and in 2018.

Accountant-Man · ‎11-23-2020

If it's not listed in the Query listing, no.

Is it one of the possible Column Headings in Home Base?

** I'm still a champion... of the world! Even without The Lounge.

Ephesians3-14 · ‎11-26-2020

The Client Analyzer Query is VERY limited in its ability to search for anything worthwhile. I'd like a list of all dependents who are over 19 yrs old. Maybe I want to ask those clients if the kid was in college in 2020 or if the dependent was working. Can't do it because the Client Analyzer Query is "hard coded" - you can search for the dozen or so searches Intuit offers. Pretty limited for a "Professional" version of the software.

Is there any way to have the client analyzer find all returns with form 8965?

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