QBI Aggregation for 8995-A Schedule B

Forum|Forum|2 days ago
October 4, 2026
2 replies
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I am considering using Turbo Tax for my 2025 personal return. I have a question about for 8995-A Schedule B and QBI aggregation support.

I have two businesses for the 2025 tax year:

A sole proprietorship reported on Schedule C

An S corporation reported on a K-1

The businesses meet all of the IRS requirements to be aggregated for QBI purposes.

Does Turbo Tax support this function with the online version for this scenario? If so can the return be e-filed or does it need to be mailed?

M-MTax

Level 15

TurboTax Online does not fully support reliable automated QBI aggregation for disparate business types (like a Schedule C and a K-1), and returns containing Form 8995-A Schedule B generally must be printed and mailed.

M-MTax

Level 15

To force a successful QBI aggregation, users usually have to switch to TurboTax Desktop. The desktop software provides Forms Mode, allowing you to manually open the underlying QBI Component Worksheets and explicitly link the Schedule C and S-Corp entries to the same aggregation group.