Kathi_at_Intuit
Employee
Employee

I have tried multiple things in Lacerte and the best that I see so far is adding a column for Taxable Pension and Taxable IRA Distribution, have a filter for each where the condition is Taxable Pension is 0/Taxable IRA Distribution is 0. The good thing is that it will show you all the files that have 0, the bad thing is that it will show you all the files with 0 even those that do not have Pensions/IRAs because technically they are 0. You would have to go through and check each one to verify if it has a Pension/IRA or not. I am trying to see if we can put the information into a CSV file from the Client menu>Export, not 100% sure that this will help, but if we are, you would be able to use excel to filter it. 

Also, if the filters are pulling in ones with amounts, then this could mean that the client database needs to be updated.

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