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Level 2
August 31, 2026
Solved

Estate K-1 Section 199A

  • August 31, 2026
  • 4 replies
  • 48 views

Could really use some help on how to enter 199A info into TT from an Estate K-1 (see attachment). In the past there’s never been multiple activities under one section. Please let me know if you need additional info in order to help with this. I entered each entry from the K-1 199A sections in TT on the screen for Box 14 but am unable to tell what TT did with that info.

    Best answer by tarheelmes

    I ended up putting all the K-1 info except the 199A items associated with the 3 businesses on one K-1. Then I entered 3 additional K-1’s, one per business, with only the Box 14 information associated with that business. EIN #s for the businesses were not on the K-1 so that’s a flag I didn’t do it correctly. However, I went with it and used my social security # for EIN # for each business based on instructions found in IRS’ 8995 instructions. Done. BTW, it doesn’t appear the Box 14 entries go anywhere automatically. They may just be used to let TT know which questions to ask next.

    4 replies

    M-MTax
    Level 15
    August 31, 2026

    The Line 14 (I) box is going to be used to calculate your QBID ON YOUR 1040.

    M-MTax
    Level 15
    August 31, 2026

    Should populate your 8995 (8995-A).

    tarheelmesAuthorAnswer
    Level 2
    September 2, 2026

    I ended up putting all the K-1 info except the 199A items associated with the 3 businesses on one K-1. Then I entered 3 additional K-1’s, one per business, with only the Box 14 information associated with that business. EIN #s for the businesses were not on the K-1 so that’s a flag I didn’t do it correctly. However, I went with it and used my social security # for EIN # for each business based on instructions found in IRS’ 8995 instructions. Done. BTW, it doesn’t appear the Box 14 entries go anywhere automatically. They may just be used to let TT know which questions to ask next.

    M-MTax
    Level 15
    September 2, 2026

    Yes, that is by design