i want to find clients in 2022 that had form 8915F

[rudy8060]

i want to find clients in 2022 that had form 8915f

[Terry53029]

There is a query, but I don't see the one you want, so I believe you would have to look at all your clients

[IRonMaN]

Sometimes it's good not to put all of your faith in the software.  If you think you have clients that are going to need a little extra attention next year, it's not a bad idea to create your own list as you march through tax season.

[dkh]

You can go back to the 2020 program run the Query for Qualified Disaster Distribution Spread over 3 years.  Use that list to help with 2022.   What did you use to find the 2021 clients with the 8915F ?

[qbteachmt]

"With the 3/17/22 release of ProSeries Professional 2020 there is now a Client Analyzer Query available that will help you locate clients that may need the 8915-F in tax year 2021, 2022 and 2023."

https://proconnect.intuit.com/support/en-us/help-article/retirement-tax-credits-deductions/generatin...