''qualified business income component wkst: aggregation statement must be ordered. ''

[grahaila]

Hi, got stuck with the  above message . I have several rentals. In 2018 I think I aggregate them. This year the tt self employed did not ask any questions about aggregation, but the problem popped up after review when I got the  message. I do not have any option on aggregating or dez-aggregating my rentals, just to write a statement. How can I go back and forth to see if I have any benefits from aggregating ? One problem is that due to a missing file ( supposed to be available on 2/28 ?), I can nor e file but just mail....as a consequence of aggregating and qbi. I am not a real estate pro, the rentals are just side business. Thanks. 

[davidmcabq]

I have a similar problem.  TT deluxe aggregated things I didn't ask it to aggregate, and I can't dis-aggregate them.  I have a small music side business and a couple of rentals. They have nothing to do with each other.  Yet as part of the QBI calculations, they were aggregated.  TT now requires me to enter a statement on the QBI Component worksheet stating why these things were aggregated.

I don't want to make up something on the worksheet, but TT won't let me finish if the statement isn't completed.

[grahaila]

I was on the phone with TT tax expert. He had no idea how to undo the aggregation so he called in some TT 'product support specialist.'..than I was told I have to erase all the data regarding rentals from the previous years also. I do not know if it is true, but it seems a major pain in the neck. 

[DavidS127]

If your aggregate/not aggregate choices are not what you want, you can change the designation as "aggregated" in TurboTax Online.  Follow these instructions, previously provided by Community Champ tagteam:

Go back through the interview for each business or rental property you entered.  If you see a screen asking if your taxable income might exceed $160,700 (or $321,400 if married filing a joint return), answer Yes (even if that is not the case).  Answer No to the specified services trade or business question (unless it applies to your business). You should then encounter the screen "Should [name] be treated as part of a combined business?".   That screen will give you the option to combine the business or rental into another or indicate that the "business" is independent of any other activities.

If you are using TurboTax Download/CD version, you can make the switch in Forms mode.  Save a back-up copy (Save As) of your tax return and then try this approach:

In Forms mode, find the schedule for each business/source of QBI (e.g., Schedule C or Schedule E), and then find the Qualified Business Income Deduction Smart Worksheet for that form (e.g., for Schedule C it is after Part V, for Schedule E it is after Line 22 Deductible rental real estate loss).  Question A in that smart worksheet asks which QBI worksheet to report (QuickZoom).  Choosing the same QBI worksheet for all businesses is how TurboTax aggregates them for QBI calculations; conversely if you use a separate QBI worksheet for each business/source of QBI they do not aggregate for the calculation.  The QBI worksheet is named the "QBI component worksheet". 

So, you can delete the QBI component worksheets that are not like you want, and repopulate new QBI component worksheets in the Qualified Business Income Deduction Smart Worksheet for each Schedule C/Schedule E, question A.

[grahaila]

The problem is that there is no such a screen  asking for income more than 321k...when I did the 2019 taxes first time, I was asked if I want to aggregate some properties. Since then, I started the 2019 from complete scratch not once but twice, and the aggregation question did not pop up at any moment in time. I think it is a software defect, otherwise it makes no sense. 

[DavidS127]

The instructions for 2018 no longer work for 2019.  Please see my edited post for instructions that will work in TurboTax Online for 2019.

[vshunmug]

Great, it worked perfect. Thanks for the clear instructions.

[64dancer]

I was reading this forum and noticed you suggested to someone to:

Go back through the interview for each business or rental property you entered.  If you see a screen asking if your taxable income might exceed $160,700 (or $321,400 if married filing a joint return), answer Yes (even if that is not the case).  Answer No to the specified services trade or business question (unless it applies to your business).

My income actually does exceed the 321,400, so the answer to that question is YES. You then say to answer the SSTB question. This is the problem. It doesn't ask me that question and I am an SSTB. As a result, TT doesn't generate the Schedule A (Form 8995-A).  I have gone through the questions several times and just can not find that one. Do you know where it is?

[graystones]

@DavidS127 I'm a little lost with your instructions, but would like to resolve my situation. 

I have only 1 rental property, so I'm not sure why I'm even getting this error when it audits my file and says that no aggregation statement was entered. I do actively work in real estate, and because of that was able to get QBI for the income property, but not for my regular business which exceeded the limit. 

Does anyone have a sample aggregation statement people can use to enter here?