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We have reviewed the diagnostic return that you provided, specifically the QBI calculated for the Rental Enterprise. Because you reported no wages or UBIA for QBI, and your taxable income was over the phase-out threshold, QBI was reduced to zero. You can review this calculation on the QBI Component Worksheet for Enterprise #1. Note the reduction ratio of 100% on Line 6. This means your QBI income isn't used for QBI calculations in the absence of wages or UBIA (Line 15).   Form 8995A reports $47 of QBI from REIT dividends, which appears on Form 1040 Line 13(a).

Diane,   I just realized that if I just randomly toss in a much higher number, say $3,000 for a vacuum instead of $300, it does then add it to/affect my overall Expenses amount.  However, if I add a smaller legitimate amount, say $15 for rubber gloves, it doesn't add to the overall Expenses amount at all, like it only adds expenses if they are a higher dollar amount.  I'm very confused...

In Reply: Thanks, if all goes onto line 6a in TurboTax, it becomes red from the overage. Reducing the overage and putting it on 6c makes both accepted. TT is not automatically allowing the 31,000 limit which I did not exceed. So, if acceptable to split it into the 2 cells, then this is settled. It also leaves the W2 alone. It seems that splitting is acceptable and nothing else is needed. Since nothing identified the overage as catch-up, this may be semantics about where to put it by carefully reading. The more I read, the more it makes sense. An alert, caution or popup would be helpful to guide this rather than simply make it red and leave it for this discussion, etc., to figure out. The end result works out without concern by splitting the values on 6a and 6c and as a lesson to watch out. Thank you again

You can use the education optimizer to change your education credit.   How do I override the TurboTax Education Optimizer selection?   If you qualify for two or more education credits or deductions, the TurboTax Education Optimizer picks the one that gives you the biggest tax break.    To override this selection, follow these instructions.   Open or continue your return. Navigate to the education credits and deductions section: TurboTax Online/Mobile: Go to the education credits and deductions screen under Federal Review. TurboTax Desktop: Search for and select letme (one word, no space). On the Education Credits and Deduction screen, you can switch to a different education credit or deduction, assuming you meet the qualifications.    

No one can call you from the user forum.  And we do not arrange or schedule calls to users from this forum.   This is a public web site that can be seen by anyone—including scammers and would-be identity thieves who would love to contact you and pretend to be from TurboTax.  Please remove the personal information you posted here ASAP by returning to your post and clicking the three little blue dots on the upper right to edit your post.           If you are using online "Live Assist" you have to contact your own "expert."     You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time. https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-setup/connect-tax-expert-turbotax-live/L73wOZD5D_US_en_US?uid=m8zw1pbb  

If you have not already filed, you can delete Form 2210 and go back through that section in TurboTax again.   To do this, you can use the steps listed below. If you are using TurboTax Online you can delete a Form 2210 as follows: In your left panel of your TurboTax screen click on "Tax Tools" And then Click on "Tools" Click on "Delete a Form" Scroll through your list of Forms Click the garbage can next to "Form 2210" If you are using TurboTax Desktop, you can delete a Form 2210 as follows: Click on "Forms" in the upper right of your TurboTax screen to switch to "Forms Mode" In your left panel scroll down and look for "Form 2210" In your right panel at the bottom of Form 2210, click on "Delete Form" Click on "Yes" to confirm the deletion. To get back to those screens in TurboTax to re-enter your information you can: Click on Search at the top right of your TurboTax screen Type underpayment penalty in the search box and Enter Click on the link that says Jump to underpayment penalty Please return to Community if you have any additional information or questions and we would be happy to help.

I had the same situation with both my Federal and State returns rejected with IND 517-2, when my daughter filed her tax returns without checking box 12a "Someone can claim You as a dependent." I searched online, and it said to have my daughter obtain an IP PIN from the IRS. (www.irs.gov/getanippin). She got her IP PIN, and we entered it into our tax returns.  On TurboTax Desktop, Federal Taxes > Other Tax Situations > Other Return Info (Identity protection PIN). Resubmitted the e-file. Again rejected IND 517-2. I decided to obtain my IP PIN and enter it on the return.  Since I was the primary on the return, I just entered mine to see if it would get accepted. After 45 minutes, I received a text message that our Federal returns were accepted.   *NOTE* My daughter did amend her returns by checking box 12a. You will also have to amend the State returns as well. Hope this helps.