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Menu Item Tools Arrow Head Filtering...


The Filtering Tool is ideal for removing returns based upon a currency constraint. For example, you may want to remove  all 1099-NEC recipients who earned strictly less than $600 in Nonemployee compensation for the year.


Tools Filtering

Filtering Constraints Dialog


In order to create the currency constraint for the example above,


Select Filtering from the Tools menu.
Select the Nonemployee Currency Field
Select strictly less than, <
Enter a threshold of 600.00
Click the check mark to create currency constraint "Nonemployee < $600.00"


Click Begin to filter all returns satisfying the currency constraint.


note Notes


Multiple constraints must all be satisfied simultaneously.  
Filtered records are marked VOID, not deleted.