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Why is it holding up my return for 8995? I do not own a business.

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Why is it holding up my return for 8995? I do not own a business.

Do you have any 1099-DIV from any mutual funds/ETFs that have Section 199A dividends, such as from real estate investment trusts?   Some mutual funds/ETFs invest in such REITs as part of their fund portfolios.  If so,  those dividends can qualify for the QBI.   If you have a 1099-DIV, does your 1099-DIV have an entry in Box 5?

 

Or did you get a K-1 with Section 199A information with it?

 

Form 8995 is currently scheduled to become available on 1/14/2026, but that is subject to change.

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