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Returning Member
posted Feb 17, 2020 11:17:48 AM

Figured why a 8995A is needed. My Mutual funds reported dividends using box 5 (section 199A thus triggers a QBI . 1st time for me

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1 Replies
Expert Alumni
Feb 17, 2020 11:36:57 AM

Correct, QBI was named for the section 199 dividends. If you have a question, feel free to reply.