Our checker has changed the input in Lacerte for the pensions box 2 on some returns to match the 1099-R box 2 to $0.  She did not realize that we entered the taxable portion of the distribution and it was not an error.  She does not remember which clients were affected nor how long she has been doing this.  I tried to set up a filter with the conditions to read: "Taxable Pensions is at least $0 and Taxable IRA... is at least $0".  But when I checked the filter it is not filtering out the clients I am trying to catch. 

Any help would be appreciated