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Level 1
posted Apr 9, 2020 12:42:28 PM

How to Edit Description Boxes on Aggregation of Business Operations Schedule B Form 8995-A

As I was doing my taxes this year, the Aggregation worksheet popped up at some point, and not fully understanding it, it asked me to

1. Provide a description of the aggregated trade or business ...

2. Has this trade or business aggregation changed ...

Not understanding the form at that point, the description I put in for the business is not accurate. When I realized this, I tried to edit the form directly via override - because I could not locate the trigger that prompted the form. TT won't accept the override, as it says it has "errors" ... but the override is just a description not numbers. How can I change this description in TT without creating errors? Thanks

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3 Replies
Expert Alumni
Apr 9, 2020 1:20:54 PM

Delete Form 8995 for the QBI (Qualified Business Income Deduction) from your return.

 

EDIT your Schedule B entry, to see if it repopulates Form 8995 properly. 

 

This deduction normally applies to Schedule E Rental Income or Schedule C Business Income.

 

If you have a Schedule B for Interest and/or Dividends, this may not apply to you. 

 

Click this link for more info on the QBI Deduction. 

Level 1
Apr 9, 2020 1:29:42 PM

@MarilynG1 

Thanks, but this didn't seem to work ...

I deleted form 8895. When I went to edit the Schedule B, it still won't let me edit it unless I do "override" ... but if I do "override" it shows up as an error in the final check, and won't let me efile. The bug is on the QBI schedule B form itself.

 

Yes, this is for Schedule E Rental Income.

 

I've tried many different things for hours but it won't let me change Schedule B. Please advise, thanks!

Level 1
Apr 9, 2020 1:36:23 PM

I just figured it out. If you edit the information on the component, it transfers it to the 8995-A sheet, so you don't have to do the override. Thanks.