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s_crockett
Level 1
May 6, 2026
Question

How to create a Query for clients that have a SSA-1099 or get this to show up in my homebase view?

  • May 6, 2026
  • 1 reply
  • 5 views
I need to find all clients(create a list) that had social security entered on their 2025 returns (SSA-1099). How can I add this as a column on my homebase view or create a query to locate all these clients?

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
May 6, 2026

Im not sure theyve got that as a homebase column, try going to Tools > Client Analyzer   Choose the 1040 in the drop down menu at the top left corner and see what options you have for querying clients with the ssa1099, I know there are lots of choices, Im not sure if that is one of them though.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    IRonMaN
    IRonMaN
    Level 15
    May 6, 2026

    It isn't one of them.

    But once again, my curiosity is getting the best of me.  What quest are you on that you need such a list?

    Slava Ukraini!
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