NM1
Level 4

Get your taxes done using TurboTax

I appreciate your response. But as I've said, you cannot have REIT dividends if you have no investments at all. You cannot have other QBI if you have no connection of any sort with any business: no 1099-DIV, no 199A, no schedule K-1, no schedule C, no 1099-PATR, no PTP income or loss - nothing, nothing, nothing. I repeat: *none* of the items that are to be reported on the 8995-A exist for this return, which means the 8995-A is not needed and therefore *should not* be generated. And yet it is. It has nothing but zeroes on it. The QBI worksheet that TT uses to generate the 8995-A has nothing but zeroes on it. And still TT insists on generating the all-zeroes 8995-A and including it with the forms to be filed with the IRS. If you delete the form, TT just re-creates it, again, full of zeroes. This is wrong.

 

I understand that there was a change in how REIT income is reported for 2019 that has a lot of people surprised and confused. This, however, is a bug in TurboTax. Thank you.