DavidS127
Expert Alumni

Get your taxes done using TurboTax

One of the criteria for a Line By Line Review (LBLR) is that all your information is entered and the Review errors resolved.  So technically, you aren't yet to the point where you are eligible for the LBLR.

 

You should, however, be able to contact a Tax Expert for a callback, and the fact that you are using the Download/CD version will not prevent the Tax Expert from viewing your screen while you talk.  That would be the best approach for you to use at this stage.

 

Note that for the line 20, code Z portion of your K-1, enter the code Z when you enter the K-1 box 20 screen, but you don't need to enter an amount on that screen.  Continue on, and you'll eventually find the screen  "We need some more information about your 199A income or loss".  When you check the box next to a category on that screen, a place will open up to enter the amounts from the Statement or STMT that came with your K-1.  The applicable category (or categories) on this screen (and the following "Let's check for some uncommon adjustments" screen, if applicable) must be completed in order for your K-1 QBI information to be correctly input into TurboTax. 

 

To get back to the K-1 summary screen and find the Schedule K-1 to edit, click the "magnifying glass Search" icon on the top row, enter "k-1" in the search window and press return or enter, and then click on the "Jump to k-1" link to find the K-1 you need to edit.

 

Here are the "We need some information about your 199A income or loss" and "Let's check for some uncommon adjustments" screens where you enter the information from your K-1 Section 199A Statement/STMT:

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