2021 Form 1120S Statement A - efiling error message

[SuzM]

I got through the initial error check on my 2021 form 1120-S with no errors. However, when I go to e-file, there is a new error message requiring the Shareholder Name and Shareholder EIN on "Statement A - QBI Pass-through Entity Reporting" that prevents me from e-filing. First of all, the shareholders are individuals and don't have an "EIN" (they have a TIN which is their SSN). I tried to "open" the form to manually edit the fields, but I am unable to type anything in. Also, the format field for "EIN" is 2 digits/7 digits instead of the standard format for a SSN. The corporation name and EIN are also not populated on the statement. Why isn't this information automatically carried over from the K-1 info already entered? Please fix this so I don't have to kill a bunch of trees and pay for postage to file by mail.

[Anonymous_]

This issue is under investigation and, hopefully, will be resolved soon (in an update to the software).

[livingitmyway]

I have the same issue, hope this is fixed soon. I was able to enter the EIN (which should have been TIN) but shareholder name is a read only field

[livingitmyway]

Any update on this?

[SuzM]

I have seen several other people post with this same issue. It looks like my post is marked as resolved, but I don't believe it has been resolved. Can someone from Turbo Tax please reply if this has been corrected?

[SuzM]

If there has been a resolution, I have not been updated. I just reposted.

[Anonymous_]

@SuzM 

I suspect you might have to contact Support (link below) in order to get any action on this issue.

What is the TurboTax phone number? (intuit.com)

The problem here is that the issue has not been widely reported and I, for one, have been unable to reproduce the issue on a test return on my copy of TurboTax Business (i.e., the statement is printed with an "EIN" but the statement in my test return shows an SSN).

[AliciaP1]

You may have conflicting answers to the questions about whether you are a business that qualifies for the QBI deduction that is reported on Statement A.  You can see if you do in forms mode on your 199A Act Wks.  If the answer to "Is this activity a qualified trade/business" is No and the answer to "Specified Service Trade or Business" is Yes it will cause this error.

To correct this you need to:

1. Within your return in step-by-step mode, click the Federal Taxes tab.
2. Choose the sub-tab Other
3. Answer the questions until you get to the Is this Qualified Business Income?
4. Change your answer to Yes, this income is QBI.
5. Click Continue and answer the questions through the rest of the "interview".
6.  Complete the Federal Review.

This automatically corrects your issue on your Statement A and populates your K-1 correctly.

[Anonymous_]

---

@AliciaP1 wrote:

You can see if you do in forms mode on your 199A Act Wks.  If the answer to "Is this activity a qualified trade/business" is No and the answer to "Specified Service Trade or Business" is Yes it will cause this error.

---

If you answer "No" to "Is this activity a qualified trade/business", Statement A disappears entirely.