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Retirement tax questions
Thanks but it is neither PTP nor QBI...it is dividends passed to a beneficiary of a Trust that TT is not treating properly and not propagating to the appropriate 8995 or 8995-A form for the deduction. If I manually correct 8995-A, I receive a warning in review that I might not be able to e-file....which is kinda the whole point of TT.
I was on the phone for over an hour with a TT CPA who was baffled. I have been told they are "working on it" but looking at comments it has been quite some time.
March 5, 2020
7:07 AM