I am trying to create a form with multiple list boxes to allow the user to filter the results. Here is my code for the button called ‘Query’:

Private Sub Query_Click()

    Dim strWhere As String
    Dim lngLen As Long
    Dim strDelim As String
    Dim strQuery As String
        
    Const conJetDate = "#mm/dd/yyyy#"

    strDelim = "'"

    If Me.txtPlanTypes.ItemsSelected.Count > 0 Then
    
             With Me.txtPlanTypes
                For Each varItem In .ItemsSelected
                    If Not IsNull(varItem) Then
                        strWhere = strWhere & "([Plan_Type] = " & strDelim & .ItemData(varItem) & strDelim & ") OR "
                    End If
                Next
            End With
        
        
            lngLen = Len(strWhere) - 3
            strWhere = Left$(strWhere, lngLen)
            strWhere = "(" & strWhere & ") AND "
    
    End If
    
    
    If Me.txtPlanStatus.ItemsSelected.Count > 0 Then
    
             With Me.txtPlanStatus
                For Each varItem In .ItemsSelected
                    If Not IsNull(varItem) Then
                        strWhere = strWhere & "([CurrentStatus] = " & strDelim & .ItemData(varItem) & strDelim & ") OR "
                    End If
                Next
            End With
        
        
            lngLen = Len(strWhere) - 3
            strWhere = Left$(strWhere, lngLen)
            strWhere = "(" & strWhere & ") AND "
    
    End If
    
    If Not IsNull(Me.txtStartDate) Then
        strWhere = strWhere & "([tbl_groups].[PYE] >= " & Format(Me.txtStartDate, conJetDate) & ") AND "
    End If

    If Not IsNull(Me.txtEndDate) Then
        strWhere = strWhere & "([tbl_groups].[PYE] < " & Format(Me.txtEndDate + 1, conJetDate) & ") AND "
    End If
    
    lngLen = Len(strWhere) - 5
    If lngLen <= 0 Then     'Nah: there was nothing in the string.
        MsgBox "No criteria", vbInformation, "Nothing to do."
    Else                    'Yep: there is something there, so remove the " AND " at the end.
        strWhere = Left$(strWhere, lngLen)
    End If

strQuery = "SELECT tbl_groups.GA_Number, tbl_groups.Plan_Name, tbl_groups.PYE, tbl_groups.Platform, tbl_groups.Custodian, tbl_groups.Plan_Type, tbl_groups.CurrentStatus, tbl_groups.Primary_Administrator, qryrptMaxForceOutDate.MaxOfForceOutsUploadDate AS [Last Force-Outs Run], tbl_groups.ThreeSixteenPlan, tblSystem.SystemGrp, tblCompliance.ComplianceSystem, tbl_groups.InvoluntaryCashOut, tbl_groups.VestingUploadedDate, IIf(IsNull([MaxOfForceOutsUploadDate])=True,'Not Complete','Complete') AS Complete, tblCompliance.DateBillNot INTO tblForceOutReport FROM ((tbl_groups LEFT JOIN qryrptMaxForceOutDate ON (tbl_groups.GA_Number = qryrptMaxForceOutDate.GA_Number) AND (tbl_groups.PYE = qryrptMaxForceOutDate.PYE)) INNER JOIN tblCompliance ON tbl_groups.GA_Record_ID = tblCompliance.GA_Record_ID) INNER JOIN tblSystem ON tbl_groups.Platform = tblSystem.SystemType "
strQuery = strQuery & " WHERE " & strWhere & ";"

DoCmd.RunSQL strQuery

End Sub

It creates the query and it’s almost correct. I took the SQL it created and put it in a query design view. This is what it looks like:

In the [Plan_Type] field I need it to have ‘401(k) or 403(b)’ on both lines, not just the first.

Here is the SQL the VBA produces:

SELECT tbl_groups.GA_Number, tbl_groups.Plan_Name, tbl_groups.PYE, tbl_groups.Platform, tbl_groups.Custodian, tbl_groups.Plan_Type, tbl_groups.CurrentStatus, tbl_groups.Primary_Administrator, qryrptMaxForceOutDate.MaxOfForceOutsUploadDate AS [Last Force-Outs Run], tbl_groups.ThreeSixteenPlan, tblSystem.SystemGrp, tblCompliance.ComplianceSystem, tbl_groups.InvoluntaryCashOut, tbl_groups.VestingUploadedDate, IIf(IsNull([MaxOfForceOutsUploadDate])=True,’Not Complete’,’Complete’) AS Complete, tblCompliance.DateBillNot INTO tblForceOutReport FROM ((tbl_groups LEFT JOIN qryrptMaxForceOutDate ON (tbl_groups.GA_Number = qryrptMaxForceOutDate.GA_Number) AND (tbl_groups.PYE = qryrptMaxForceOutDate.PYE)) INNER JOIN tblCompliance ON tbl_groups.GA_Record_ID = tblCompliance.GA_Record_ID) INNER JOIN tblSystem ON tbl_groups.Platform = tblSystem.SystemType WHERE ((([Plan_Type] = ‘401(k)’) OR ([Plan_Type] = ‘403(b)’) ) AND ([CurrentStatus] = ‘1st – In Conversion – Startup’) OR ([CurrentStatus] = ‘1st – In Conversion – Takeover’) ) AND ([tbl_groups].[PYE] >= #12/31/2023#) AND ([tbl_groups].[PYE] < #01/01/2025#);

What parentheses or AND/OR toggle am I missing to accomplish that?

Any help would be appreciated.