QBI Enterprise how to correct so only 1 enterprise exists not 2

[JoanAnt]

• For QBI Deduction, I want all 4 rental properties under 1 enterprise and not aggregated.  But,
  • Form 8960 Worksheet only shows 3 of my 4 rentals
  • Form 8995-A shows an "Aggregation"  but I don’t want to aggregate
  • From 8995-A Schedule B, shows 2 enterprises "Enterprise 1" and "Enterprise 2" when I only want 1.
• I expected the 4 properties to be on Form 8995.  How do I fix this issue?

Please provide steps to remediate.  Thank you.

Turbo Tax Premier, Windows 11

[Mike9241]

I do believe that one enterprise means your aggregating them. however certain rental activities cannot be aggregated. example residential and commercial real estate cannot be aggregated. 

in the schedule E worksheet

in the QBI section 

there's a question in the QBI smart worksheet about Rev Proc 2019-38 the safe harbor election

A1a which you can check if you meet the safe harbor for that property that would be enterprise 1

for others if they meet the safe harbor but you don't want them aggregated you would check the box but use 2,3, or 4 for the enterprise number

for each for which you do this there will be the RREE safe harbor statement. there will also be a component QBI worksheet for each enterprise. finally form 8995 will list each enterprise as on a separate line. 

[JoanAnt]

Thank you.  Turbo Tax named it Enterprise #1.  There was a subsequent question about aggregating, and I did not choose that option.

[JoanAnt]

I will be creating another post for form 8582. 

Prior to 2022 taxes, I utilized Turbo Tax.

For 2022, an accountant completed by taxes: 

• The appropriate documentation was provided to IRS that I have a single real estate activity for 2022 and subsequent tax years as well as I made the de minimis safe harbor election.  2022 was the first year I was considered with active participation.  
• Form 8582 Part I Items 1a through d "Rental Real Estate Activities With Active Participation" were completed
• Form 8582 Part II  "special allowance for rental real estate activity with active participation" section was completed.
• Form 8582 Part IV was completed

Turbo Tax 2023:  it appears Turbo Tax doesn't think I have active participation instead it completed the form as passive.

• Form 8582, Part I Items 2a through d were completed "All Other Passive Activities" 
• Form 8582 Part V was completed.

Since my first year as a real estate professional was in 2022 and did not use Turbo Tax then, there must be a trigger field that I must complete for 2023. 

[JoanAnt]

I figured it out by reading the IRS publication.  Married filing separably must be qualified as living together or not living together.  If living together, it is considered passive; if not living together, it is considered active.

Thanks again for your previous help.