Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there any way to have the client analyzer find all returns with form 8965?

We want to see who paid the shared responsibility payment in 2017 and in 2018.

Labels (1)
0 Cheers
2 Replies 2
Accountant-Man
Level 12

If it's not listed in the Query listing, no.

Is it one of the possible Column Headings in Home Base?

** I'm still a champion... of the world! Even without The Lounge.
Ephesians3-14
Level 7

The Client Analyzer Query is VERY limited in its ability to search for anything worthwhile. I'd like a list of all dependents who are over 19 yrs old. Maybe I want to ask those clients if the kid was in college in 2020 or if the dependent was working. Can't do it because the Client Analyzer Query is "hard coded" - you can search for the dozen or so searches Intuit offers. Pretty limited for a "Professional" version of the software.

0 Cheers