This is really just a placeholder to store the answer, for anyone else who needs to find this moving forward.
The formula is below:
IF( IF( (MONTH( Today() ) >= 6 && MONTH( Today() ) <= 12), ((YEAR( Today() )+ 1)), ((YEAR( Today() )) ) ) = IF( ( MONTH( AQB__DocumentedLegalDate__c ) >= 6 && MONTH( AQB__DocumentedLegalDate__c ) <= 12 ), ((YEAR( AQB__DocumentedLegalDate__c )+ 1)), ((YEAR( AQB__DocumentedLegalDate__c ))) ), TRUE, FALSE )
1There are a number of unecessary parenthesis here. Also,
IF(<condition>, true, false)can always be reduced to simply
<condition>. That is to say, the outermost
IF()is also completely unecessary.– Derek FJan 10 at 16:28