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About s_crockett
s_crockett
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How to create a Query for clients that have a SSA-1099 or get this to show up in my homebase view?
I need to find all clients(create a list) that had social security entered on their 2025 returns (SSA-1099). How can I add this as a column on my homebase view...
s_crockett
May 06, 2026
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