Form 1065 - QBI error

Forum|Forum|4 years ago
March 7, 2022
1 reply
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I selected the Federal Review of my TurboTax Business. I got an error message to correct Form 1065 p4-5 - 199A (page 1): UBIA - The total amount is larger than the amount allocated to all Schedule K-1s. Review the K-1 Statement A to ensure that the combined K-1 amounts for this item are increased by..... What concerns me, as a former CPA, is that all the information it is asking me to correct is correct. There is a nuance I am sure with the software you must work around. The tax experts from TurboTax told me their superiors say they can't give tax advice on the business product. I am asking to resolve an error message on your software that I purchased in good faith. Your the tax experts right? It is your software right? It is an error message on your software? Help me work around it, so it works.

TurboTax Business Windows

AliciaP1

Level 13

It would be helpful to have a TurboTax ".tax2021" file that is experiencing this issue.

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions:

At the top menu in the black line at the top of the page go to Online.

From the menu, select Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is.  Click Send and then you will get a Token number.
Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

bquosigk

Level 2

Please help. I have the same error. My token number is [removed]-00270808.

PatriciaV

Level 15

Please follow these instructions to post your token (this process has changed for tax year 2024):

In TurboTax Business, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.)

Choose Send Tax File to Agent.
You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear.
Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you.
Please include any States that are part of your return - this is VERY important.

We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution.

@bquosigk

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"