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- Three year spread of retirement distribution query
Three year spread of retirement distribution query
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Jim-from-Ohio
Level 11
04-06-2022
02:44 PM
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Ran the query in 2020's program.. came back with a list.. I keep the list handy, client came in today and they were one of the taxpayers that had this issue in 2020 but they were not on the that query list. I still caught it of course but a heads up, that query does not seem to be 100% accurate. I know to review prior year's return but the query, if accurate would have been a nice list.
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