How to correct the answer to Item 6 in Qualified Business Income Deduction Summary

[Lme40]

The form when printed automatically checks the statement that I am using Form 8995.  I need to use 8995-A but have been unable to correct the response to Item 6.  The box should be "unchecked".

[PatriciaV]

Form 8995 is the default if you fall within the IRS rules:

Individuals and eligible estates and trusts that have QBI use Form 8995 to figure the QBI deduction if:

• You have QBI, qualified REIT dividends, or qualified PTP income or loss (all defined later); and
• Your 2024 taxable income before your QBI deduction is less than or equal to $383,900 if married filing jointly, and $191,950 for all other returns; and
• You aren’t a patron in a specified agricultural or horticultural cooperative.

Otherwise, use Form 8995-A, Qualified Business Income Deduction, to figure your QBI deduction.

[Lme40]

I appreciate your response however it does not solve my problem.  The trust I am entering is a patron of an agricultural cooperative.  Therefore I need to file a 8995-A.  I cannot as line 6 is checked so that the program does not allow me to use 8995-A.  So the question remains, how do I remove the checked block? I must have failed to answer a question correctly earlier in the program.  Thanks

[DawnC]

Did you enter a 1099-PATR?   Entering an amount in that field on the QBI Deduction Summary will generate 8995-A.   Is the QBI reported on K-1 or Schedule C or Schedule F?   

[Lme40]

Yes, I have received the equivalent of a 1099-PATR.  However I do not see where the information can be entered on the QBI Deduction Summary.  The QBI is on Schedule C.

Your continued help is appreciated.

[Lme40]

Please see my last reply yesterday.  Tell me which line specifically I should be posting the 1099-PATR information on the QBI Deduction Summary?

[PatriciaV]

Form 1099-PATR is entered under Farm Income (Schedule F). TurboTax provides a robust interview for that form under the Farm Income topic. 

The 1099-PATR section appears on the "Enter Income" page as "Income from cooperative distributions (usually reported on Form 1099-PATR)." Enter the income and the taxable portion in the provided boxes.

Continue through the interview to the page "Is this qualified business income?" Check the "Yes" box.

Be sure to enter the portion of net income that is allocable to the qualified payments from 1099-PATR.

Continue through the remainder of the QBI questions.

Completing the entries in this section will create Form 8995-A and remove the checkmark from Line 6 on the QBI Deduction Summary worksheet.

[Lme40]

It worked!!!!