Is there a way to do a customized query, e.g., query on particular lines on 1040 (Line 9b, Qualified Dividends), or other items such as W-2 Employer names?

[cmaima]

Query options

[Just-Lisa-Now- · Accepted solution]

The query options are few, if you don't see it, then its not an option.

Sometimes you can customize the HB view to display certain items from the returns...its a long list to choose from, whether what you're looking for is in there, you'd have to go digging.

From a regular HB view >Homebase > Column headings  you can remove the columns you don't need and add the ones you'd like to see

[cmaima]

Thank you---the info I need is not available thru the query or the HB view unfortunately.  It's too bad a custom query is not a feature of Pro Series!

[Just-Lisa-Now-]

Certainly would come in handy in some situations, I agree!