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Deeb7079
Level 1
September 17, 2024

Is it possible to filter proseries for clients that received a 1099 from company 'ABC'

  • September 17, 2024
  • 1 reply
  • 2 views

I'm trying to identify clients that received a 1099-R from a specific company.   Is this possible with ProSeries.

    1 reply

    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    September 18, 2024

    I don't believe so. The closest you could get is to choose Query "receives Social Security"

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