@larner
I am unable to reproduce the experiences you described. Sometimes these items can be resolved by manually updating the software (TurboTax Business menu >> Online >> Check for Updates).
Here are my test results:
1) Adding Section 754 Depreciation to Form 1065 p405 Line 13(d)C, Code W, adds an amount to Line 13 of the Federal K-1s. The total qualified net income on Form 3804 Wks line b does include this additional deduction (line 1-11 minus 12 & 13). The deduction also appears on CA K-1 Line 13e as expected.
2) Designating one member as RT on Sch K-1 Wks moves the member name to the Trust Name field of Form 3804 Wks with no form errors.
If you have time, would like us to review your return, and would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, here are the instructions:
Please go to Online in the TurboTax header.
- Choose Send Tax File to Agent.
- You will see a message explaining what the diagnostic copy is. Click Send on this screen and wait for the Token number to appear.
- Reply to this thread with your Token number.
This diagnostic copy (numbers only; no personal info) of your tax file will allow us to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution. This may take a few days.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
