DavidS127
Expert Alumni

Retirement tax questions

First, check for QBI from sources other than your self-employment income, e.g., box 5 REIT dividends on a Form 1099-DIV.

 

The "flow" of the QBI deduction calculation depends on the source of the QBI (Schedule C, Schedule E rental, Schedule K-1, or Form 1099-DIV), but in general the flow is from the source (i.e, your Schedule C) to a QBI Component worksheet to the QBI Ded Summary to the Form 8995/8995-A.  By looking at those forms, you can usually diagnose "what happened" in your QBI deduction calculation.

 

In TurboTax Online you will need to "Print or Preview" a PDF of your return with the worksheets to track "what happened" with your QBI deduction calculation:

  1. Select Tax Tools and then Print Center from the left menu.
  2. Select the first option, Print, save, or preview this year's return and follow any additional instructions.

If you are using TurboTax Download/CD, you can view all the QBI-related forms in Forms mode (icon top right in blue bar).

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