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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Three year spread of retirement distribution query
Three year spread of retirement distribution query
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Jim-from-Ohio
Level 11
04-06-2022
02:44 PM
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Ran the query in 2020's program.. came back with a list.. I keep the list handy, client came in today and they were one of the taxpayers that had this issue in 2020 but they were not on the that query list. I still caught it of course but a heads up, that query does not seem to be 100% accurate. I know to review prior year's return but the query, if accurate would have been a nice list.
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