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- Form 8915
Form 8915
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Annie D
Level 3
12-16-2021
07:13 AM
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How do I sort Homebase to identify all clients that used form 8915 in their 2020 returns?
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Just-Lisa-Now-
Level 15
12-16-2021
10:11 AM
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I doubt thats one of the HB columns to choose from. Have you looked in the built in queries? Tools > Client Analyzer Im not sure if its there, but thats where I would look.
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Annie D
Level 3
12-18-2021
06:57 AM
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I tried the Client Analyzer. It did not have the 8915 form or mention of pensions. I will take each client as it comes and review for the 8915 form. Thank you for your help. It was a great suggestion.
