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Level 1
posted Jan 23, 2020 5:22:54 PM

Unable to e-file: QBI Passive Carryforward error?

I am unable to e-file after completing my returns, due to the following error.  I tried to look at the referenced Schedule E worksheet, but could not see any fields to update so that the error would clear.  Any suggestions appreciated, as I'd rather not have to wait for "This will be enabled in a subsequent release.", if at all possible.

 

Turbotax 2019 Error

 

Schedule E Worksheet (property address): QBI Passive Carryforward - There are one or more disallowed/suspended loss values on this Form/Worksheet (although this field may be blank).  These are not yet fully supported by the program.  This will be enabled in a subsequent release.

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24 Replies
Level 1
Jan 23, 2020 5:41:02 PM

We have the same issue when filing. For us it looks like line G passive carryover loss. I am not sure but it’s worded like this is a turbo tax error not a user error

Level 1
Jan 24, 2020 7:50:43 AM

I'm not glad someone else is having this problem too but I am glad to know I'm not alone in having it. It'd be great if we'd hear confirmation on whether it's a software issue because that's how i read it too. (Not to mention I gave not been able to put any number in the box that would solve the issue). 

Level 4
Jan 24, 2020 9:09:53 AM

I have the same error.... any ideal when the "subsequent release" will be available?

Expert Alumni
Jan 24, 2020 11:28:01 AM

The QBI has a current expected release date of February 5, 2020. The state and federal governments approve the most common forms first and work their way down the list. Please see the links for form availability. Once a date shows up, the reality should be close. Once released, Turbo Tax will work quickly to get it working in the program. QBI is near the bottom of the federal list. Please check the link for updates. Once released, Turbo Tax needs time to put it in the system.

 

Federal form availability

State form availability

Level 4
Jan 26, 2020 8:26:51 AM

I read the federal form availability date: 8995-A is 2/5/20; and 8995 is available now.

 

My 2019 return (TT H&B) involves form 8995, not 8995-A. I have a negative QBI. And the form 8995 itself  does not flag any error. My error actually occurs on Schedule E Wks: under Activity Summary Smart Worksheet, Line G, under QBI column, it has an negative QBI number (and it was flagged error -- with yellow background and red number). 

 

Does this have anything to do the 8995-A form not available yet, or it's something else.

 

Thanks

New Member
Jan 27, 2020 12:15:49 PM

Hi Amy,

 

Is there a work around for this or do I need to wait until 2/5/2020 to file?

Expert Alumni
Jan 27, 2020 12:21:54 PM

Please wait patiently for the IRS and Turbo Tax to get things done right.

@aawaters1

New Member
Jan 27, 2020 1:31:43 PM

Ok, thanks. And the estimated date in this just to be clear is 2/5/2020?

Expert Alumni
Jan 27, 2020 1:38:13 PM

The estimated date is just that. Until the IRS does their final release.

 

Here is the link to the Federal form availability. QBI is near the bottom. Once released, Turbo Tax works quickly to incorporate and test before releasing to you, the consumer.

@awaters1

Level 1
Jan 30, 2020 6:18:23 AM

This must have been finished early because it is now working on turbotax! Just a heads up for those who were waiting! 

Level 3
Feb 3, 2020 1:37:10 PM

Hello.  Turbo tax is still telling me I can't efile I have to paper file.  If the form is up, when will Turbo tax have this fixed

Expert Alumni
Feb 3, 2020 8:41:36 PM

The IRS issued new forms that should be ready February 5th so check back in a few days.  @oaklander

Level 3
Feb 4, 2020 5:06:25 PM

thanks.  but still not ready today.  :(

Expert Alumni
Feb 4, 2020 5:45:40 PM

Currently, Form 8995-A has an expected availability date of February 12, 2020. 

 

Federal Forms Availability

Expert Alumni
Feb 13, 2020 1:05:54 PM

Currently, Form 8995-A has an expected availability date of February 20, 2020.

New Member
Feb 15, 2020 11:34:58 AM

On my W-2 from United of Omaha Life Insurance Company, e-file states I need a figure in Box 10 which on my W-2 shows no amount.. What am I suppose to use to complete my E-fining..

Expert Alumni
Feb 16, 2020 1:42:52 PM

Did you import the form or enter manually? Did your employer pay you dependent care benefits?  You might try deleting W2 and then manually enter the form back into the program.  See if that error message clears when you attempt to efile.

Returning Member
Feb 22, 2020 9:03:07 AM

Still not working.  ANy updates?

New Member
Feb 25, 2020 10:18:12 AM

So it is now February 25, and the QBI problem has not been fixed.  Turbotax took my money for the state filing, but I can't efile because of this QBI "problem".  I don't have any QBI limitations.  When is Turbo Tax going to fix this?

New Member
Feb 25, 2020 10:19:59 AM

It is February 25 and I still can't efile because of this QBI problem.  When is this going to be fixed?

Intuit Alumni
Feb 29, 2020 5:55:57 PM

Are you using TurboTax Deluxe?

 

Please try to update the software because sometimes a manual update is needed.

 

If you continue to have problems, please click here for What is the TurboTax phone number, pick the version of TurboTax you are using and let the agent know that you need a push for the new software.

 

Then you will need to delete the form that generates QBI. Usually, it's Schedule K-1 or 1099-DIV. 

 

New Member
Feb 29, 2020 8:03:30 PM

I am using TT Premier and have already paid for the services, now its telling me I can't efile.  This form is available on the federal website, what is the issue here and why did I already pay for TT without it telling me there was going to be a problem??  This seems like a TT issue that needs to be fixed asap.  IN addition I now can't file and get the discount because its not working correctly. 

Level 3
Feb 29, 2020 9:39:04 PM

I believe you are wrong.  Turbo tax does not support the QBI schedule B for aggregating businesses.  And the inability to have Turbo tax support means that you cannot efile.  You must file by mail, which is very inconvenient, totally unexpected, and delays receipt of the tax return, refund etc. by MONTHS, and affects state filing as well.  Although I mailed my return April 20 after being told Turbo tax does not support the QBI, after being told twice that it did and to wait for it--wasted 2 weeks--the result being that my refund is delayed, and despite sending my return by mail with tracking, here is is over 9 days later and the state says they have not received my return.  So Turbo Tax, you really were very unhelpful. 

Expert Alumni
Mar 3, 2020 7:43:07 AM

If you want or need to aggregate any businesses, as of this morning 3/3/2020 the return is still print and mail only in TurboTax.  My understanding is that TurboTax is working with the IRS to enable e-file for aggregated QBI businesses and the QBI netting/carryforward worksheet.

 

You'll need to decide whether or not you want or need to aggregate any businesses in 2019.  Once you aggregate, you must continue to aggregate in future years.  But, not aggregating last year does not preclude you from aggregating this year.    Refer to the IRS instructions for Form 8995-A for more information on aggregation.

 

If you do not need or want to aggregate any businesses, here is how to “un-aggregate” them in TurboTax Online or TurboTax Download/CD:

 

  1. Go to Delete a Form: In the left menu, select the dropdown arrow next to Tax Tools and then under that select Tools; in the pop-up window Tool Center, choose Delete a form.
  2. Find the QBI Component form for the aggregated businesses.  Delete that QBI Component sheet.
  3. Now, go to Review and start the review routine.
  4. You will have an error for each business that no longer has a QBI Component form.  For each of those businesses, you will see the “primary” form for that business (Schedule C, Schedule E, K-1). It will be highlighted for Question A in the Qualified Business Income Deduction Smart Worksheet.
  5. Double click in the highlighted Question A box, and you will get a pop-up asking you to link to a QBI component worksheetCreate a new copy for that business (e.g., give it the name of that business).
  6. Continue until you have created a separate QBI component worksheet for each business that you do not want to aggregate.

Note that you could also use these instructions to aggregate businesses.  Delete the QBI component worksheets for each business you want to aggregate, go to the Review, and link all the businesses to the same QBI component worksheet.  But, you will not be able to e-file your tax return and must print and mail the return.