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Level 2

Has Intuit provided a way to search client databse (other then manually) to identify those clients with 1099G forms from NYS?

Relatedly, what is the approach  preparers are taking regarding charging clients for filing 1040X on those who have already filed with total taxable unemployment?

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2 Replies 2
Level 9

YES!   On the HOMEBASE VIEW dropdown (where you choose 1040, 1065,etc),select (near the bottom),Client Analyzer Queries.  It's like the 2nd from bottom.  when you open that. then the Unemployment query is like 3 from the top. Only downside is it takes a while, as it reviews every 1040.  I started it last night when I left, and had the results when i came in this morning.

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Level 2

I dont believe this is available in Basic Version?

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