You have come through once again, George4Tacks and I can't thank you enough for volunteering your expertise. As a result I was able to set up a FILTER for passive loss carryovers without a problem, just slow in setting up the process. I don't think you can isolate the same way for 8915E carryover amounts that will be due to IRS for the following years. Whereas this is a new item, it doesn't appear that there is a way to set up a FILTER.

The best part of this is that it locates the specific clients that meet the criteria of the filter without having to search for them individually.

Have a great weekend, Bob