DavidS127
Expert Alumni

Get your taxes done using TurboTax

More information may help resolve your issue.  For example, where in the software are you getting the "Link to QBI worksheet" message, and what kind of QBI business do you have (self-employed Schedule C, Schedule K-1, rental income on Schedule E).

 

For the SSTB questions, for K-1 businesses the SSTB questions are near the end of the K-1 entry questions.  For Schedule C businesses, you get the SSTB questions after you have finished the Deductions section and Continue through the interview.

 

If you are getting the "Link to QBI worksheet" message during Review, and that screen has a form in a window that is the “primary” form for your business (Schedule C, Schedule E, K-1), it will be highlighted for Question A in the Qualified Business Income Deduction Smart Worksheet.  "Double click" in the highlighted Question A box, and you will get a pop-up asking you to link to a QBI component worksheet.  Create a new copy for that business (e.g., give it the name of that business).

 

You can also check the QBI Component worksheets in your tax return, for any that aren't linked to one of your QBI businesses, and delete that form.  If it is a QBI Component worksheet you need, you'll get an error message during Review, and will need to do the "double click in highlighted Question A box" instruction from above to add the QBI component worksheet.  But, if you are aggregating more than one QBI business on your tax return, all those businesses get linked to the same QBI Component worksheet.  Another way to look at these forms in TurboTax Online is to preview a PDF of your tax return with the worksheets. (Tax Tools>>Print Center on left menu).

 

To check for QBI Component forms in your return (and delete any you don't need) in TurboTax Online

  1. Open or continue your return in TurboTax.
  2. In the left menu, select the dropdown arrow next to Tax Tools and then underneath that Tools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.

Click here for the full article on deleting a form in TurboTax.

 

@rich-lanigan

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