I'm using TurboTax Business (desktop) to crate Forms 1041 for several trusts which (my research suggests) qualify for a QBI deduction based on REIT dividend entries sourced from Box 5 in Forms 1099-DIV. The TT logic ignores those entries.
The workaround I've found is to add a Form "QBI ded summary" to the return and click on the Line 9 (Total REIT dividends) entry. The REIT dividends show up, the QBI amount calculates, and is transferred correctly to Line 20 of the Form 1041.
But a copy of Form 8995 is supposed to be included in the return to support a Line 20 entry. And while the edit of "QBI ded summary" correctly populates Form 1041, it doesn't automatically produce a Form 8995. But no worries: the entries from the the QBI ded summary can be easily used to create a Form 8995 by manually overriding the relevant fields to complete Lines 6-17.
However, when I come to review the completed return, I can see no route to including the Form 8995 in an efiled submission. Is there a way to do so? Or, if not, will TurboTax be fixing this omission of Sec 199A REIT dividends from Form 1041 returns?
