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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:
- Select Tax Tools and then Print Center from the left menu.
- 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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