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

Searching all returns

Highlighted
Level 1

Is there a way to search all returns for specific docs? I am trying to find all 1099R's with code 7D.

Labels (1)
0 Cheers
1 Reply 1
Highlighted
Level 15
Level 15

I doubt it.   

You are limited to the Queries you find in TOOLS > Client Analyzer that you see or you can customize the Homebase Column Headings   HOMEBASE > Column Headings to include things you want to see and remove those you dont, but things like the code box on a 1099R isnt one of the options.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers