Jim-from-Ohio
Level 11

Ran the query in 2020's program.. came back with a list.. I keep the list handy, client came in today and they were one of the taxpayers that had this issue in 2020 but they were not on the that query list.  I still caught it of course but a heads up, that query does not seem to be 100% accurate. I know to review prior year's return but the query, if accurate would have been a nice list.