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Level 1
posted Feb 7, 2022 11:07:54 AM

Statement A - QBI Pass Through Entity Reporting: Requiring an EIN for a shareholder who does not have an EIN. HELP

I am unable to submit our business return, as I am directed to the Statement A - QBI Pass Through Entity Reporting where it asks for each shareholders "EIN", we do not have "EIN's", we have SSN.  I feel as though this form should be asking for a "TIN" so we can enter the appropriate number for each shareholder.  Has anyone else run into this, and how do I enter the correct information.

 

I have attempted to enter our socials in the designated space but the formatting is wrong.  The next thing it requests is for the shareholder name to be entered but the field won't allow me to input any information.

 

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1 Best answer
Level 15
Feb 7, 2022 1:02:39 PM


@breton17123 wrote:

I did transfer information from last year


If you are willing to experiment, you could try to start an 1120-S from scratch and see if the behavior is the same.

 

It seems unlikely that the transfer would cause this issue, but it is certainly possible.

24 Replies
Level 15
Feb 7, 2022 11:41:21 AM

You might want to contact Support.

 

What is the TurboTax phone number? (intuit.com)

 

In the interim, I will pass this issue along to the moderators.

Level 1
Feb 7, 2022 11:47:26 AM

I called Friday, and although they were very nice we were unable to find a solution.  I was directed to call the IRS at [phone number removed] which I attempted, but there is no apparent extension that would offer the assistance that I need.  I believe this is a mistake on this form, in looking back at 2020 our social was entered on the line in question.

Level 15
Feb 7, 2022 11:54:59 AM

They might have been unable to find a solution as a result of being unable to reproduce the issue.

 

I have a copy of TurboTax Business and cannot reproduce the issue in a test return. However, the issue could be the result of an artefact from a transfer. 

 

Regardless, you can check Forms Mode and see if you are able to enter an SSN on the Schedule K-1 Worksheet (which should propagate to Statement A).

Level 1
Feb 7, 2022 12:08:00 PM

The K-1 worksheet does in fact show the correct information {SSN} but it is not transferring as needed.  The formatting on the page in question is specifically for an EIN vs a SSN.  That is the only issue I can image, I think this an issue with the way the software was programed.  It's a XX-XXXXXXX vs XXX-XX-XXXX

Level 15
Feb 7, 2022 12:19:04 PM


@breton17123 wrote:
The formatting on the page in question is specifically for an EIN vs a SSN.  That is the only issue I can image, I think this an issue with the way the software was programed. 

I suppose a programming error is possible but, if that were the case, why does my Statement show an SSN in that format?

 

Level 1
Feb 7, 2022 12:30:14 PM

Hmmm, even more curious here's what I'm dealing with on the same page

 

Level 15
Feb 7, 2022 12:48:18 PM

My screenshot was taken from Forms Mode while yours appears to be from the Interview (Step-by-Step).

 

Regardless, and as a shot in the dark, did you transfer a 2020 1120-S into the program for 2021 or did you start a 2021 return from scratch?

Level 1
Feb 7, 2022 12:57:56 PM

I did transfer information from last year

Level 1
Feb 7, 2022 1:02:08 PM

Same formatting in my forms mode...

 

Level 15
Feb 7, 2022 1:02:39 PM


@breton17123 wrote:

I did transfer information from last year


If you are willing to experiment, you could try to start an 1120-S from scratch and see if the behavior is the same.

 

It seems unlikely that the transfer would cause this issue, but it is certainly possible.

Level 1
Feb 7, 2022 3:02:39 PM

Ok, threw away all my hard work and completely started a new return from scratch without transferring last year's information and had no issues.  This confirms to me that there is a flaw in the software.  Done, filed and over it.

Level 15
Feb 7, 2022 3:06:01 PM


@breton17123 wrote:

This confirms to me that there is a flaw in the software....


It has been reported. Maybe they will fix it.

New Member
Feb 8, 2022 2:02:28 PM

I had the exact same issue and cant resolve it. I have not started a new return from scratch - just transferred the data from last year's software. I have tried deleting the form "Statment A " under forms but it re-appears when I try to e-file.

Where do I report to Intuit so they can fix the problem.

 

Thanks 

New Member
Feb 8, 2022 8:14:01 PM

I am also have the same problem. I have tried updating in form mode and also tried deleting the form. So frustrating.

Expert Alumni
Feb 10, 2022 1:02:13 PM

@walmj @tlieuran

We have tested transferring prior year K-1 data but are unable to reproduce the experience you have seen. It would be helpful to have a TurboTax ".tax2021" file to test further.

 

If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, here are the instructions: 

 

Go to Online in the TurboTax Business header. 

  1. Choose Send Tax File to Agent.
  2. You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear. 
  3. Reply to this thread with your Token number.  

This diagnostic copy (numbers only; no personal info) of your tax file will allow us to see the same experience you are having. If we are able to determine the cause, we'll reply here and provide you with a resolution. 

New Member
Feb 11, 2022 6:20:52 AM

Thanks Patricia,

I just sent my file - my token number is 919415.

 

I did update TurboTax with the latest updates from Feb 10 and tried to file again but the same problem. I had called Intuit and they had told me the problem would be fixed in the Feb 10 updates.

My email address is [email address removed] in case you need to reach me.

Thanks,

Level 2
Feb 12, 2022 5:44:02 AM

I am encountering the same issue. Let me know if you need another sample file to help debug.

 

Doug

Level 2
Feb 12, 2022 10:48:53 AM

I have exactly the same issue. I have not tried redoing the taxes from scratch. Hope there is a fix for Turbotax

Returning Member
Feb 12, 2022 11:10:30 AM

I had the same issue on my return.  After spending hours trying everything recommended and that I could think of, I ended up deleting the return and completing a new return.  It worked correctly the second time.

Level 2
Feb 12, 2022 1:49:35 PM

I am having the same exact problem.  Form 1120S Statement A - QBI Pass-through Entity Reporting has an error, needs a Shareholder's EIN but its formatted as a Corporate EIN XX-XXXXXXX.  Then if I enter my Corporate EIN it asks for a Shareholder's Name and you can't fill anything into the field.

Please update Turbo Tax and fix this so I can file my return.  I'd rather not try to delete and redo it, I assume upon checking for errors again the same problem will occur.

Level 15
Feb 12, 2022 2:43:37 PM

@stuartwaddy88 

 

You might want to follow the instructions in the post (above by @PatriciaV) with respect to reporting a possible bug in the program.

 

Level 2
Feb 12, 2022 4:43:17 PM

I think I found a work around, goto forms, delete 199 Wrk Sheet. Save the file. Run the Check Errors again, you should not see any errors. Now go back to the forms section, in the top Select Open Forms, Select 199 Wrk Sheet (would be under 1020S forms). Reneter the information for the worksheet. Rerun the error and it should work.

Level 2
Feb 12, 2022 5:24:07 PM

@sktripYou are a hero! Thanks for the easy workaround

New Member
Feb 12, 2022 11:13:52 PM

It worked but also had to delete a Film Tax credit form that suddenly appeared!!!