I was going through the partnership K-1 interview steps with a Turbotax live agent yesterday. The agent advised me that the 199a amount (Box 20z) should only be entered one time, even though the interview asks for it multiple times: once in the “Enter Box 20 Info” screen, and again later in the “We need some information about your 199A income” screen. Similarly, the Box 13 “other deductions” figure also appears in two additional places: the “We need some information about your 199A income” screen, and also the “Let’s check for some uncommon adjustments” screen that follows afterward.
The enrolled agent I spoke with said I should delete these duplicate entries. She recommended I delete the Box 20z information from the “We need some information about your 199A income” screen, and then the Box 13 information from the “Let’s check for some uncommon adjustments” screen. Is that correct advice, or does Turbotax need these numbers entered across multiple screens for its calculations? Which ones should I delete, if any? I’d never questioned this feature before, but it is strange.
(Turbotax Premier Desktop, Windows version)
Thanks for any help.
