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- Is it possible to filter proseries for clients that received a 1099 from company 'ABC'
Is it possible to filter proseries for clients that received a 1099 from company 'ABC'
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Deeb7079
Level 1
09-17-2024
03:43 PM
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I'm trying to identify clients that received a 1099-R from a specific company. Is this possible with ProSeries.
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Terry53029
Level 14
09-18-2024
08:59 AM
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I don't believe so. The closest you could get is to choose Query "receives Social Security"
