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8915-E
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MN6
Level 1
02-13-2022
11:17 AM
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Is there a way to search in Pro Series for all clients who used the 8915-E form in 2020?
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3 Comments 3
jeffmcpa2010
Level 11
02-13-2022
11:57 AM
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Unfortunately so far the most likely method for positive results for that search is manually through your file cabinets.
Many have asked if there is a proseries query that works and I have not seen one listed.
dascpa
Level 11
02-13-2022
12:21 PM
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I assume these people don't have their prior year return open at the same time their current year is. If you do you can just look at the return last year while preparing the current year return and see if the 8915 or any other item should be picked up in the current year. I took a class on being efficient.
