DavidS127
Expert Alumni

Get your taxes done using TurboTax

If your tax return includes a Rental Activity Safe Harbor Statement, that statement has to be signed and dated and included with a "printed and mailed" tax return.  TurboTax cannot attach a PDF for the Rental Activity Safe Harbor Statement to an e-filed 2019 tax return.

 

Note that for rental activities not conducted by a real estate professional or not rented to a a related party, a rental activity can fall into three categories for qualified business income deduction QBID:

  1. A rental activity not eligible for the QBID because it does not meet the safe harbor criteria and is otherwise not considered a trade or business;
  2. A rental activity eligible for the QBID because it does meet the safe harbor criteria (Safe Harbor statement required); and,
  3. A rental activity eligible for the QBID because it is considered a trade or business by the owner (Safe Harbor statement not required).

Some users have reported a rental safe harbor election statement in their tax file even after they do not elect the QBI rental activity safe harbor choice.  If you have a rental safe harbor election statement you are sure it does not belong in your tax return you can delete it using the Delete a Form option in TurboTax Online, or in Forms mode of TurboTax Download/CD.

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