QBI questions generally appear after you have entered income in the Step-by-Step interview. You might return to the income topic(s) you entered and be sure you work through all screens until you are back to the income summary page.
If you find no omissions, you may need to review entries to the trust return using Forms Mode.
- Depending on the source of the income that should qualify for QBI, find the related worksheet. Example: K-1 Partner (name of partnership).
- Click the form name to open it in the large window.
- Page down to Section B1 QBI Deduction - Statement A Information.
- Verify that there is an amount in the appropriate income line (ex: Line 1 - Ordinary income).
Note that any field highlighted in yellow will accept manual input.
- Scroll down to be sure there are no fields in red. If so, enter the necessary information.
- Click the Errors icon above the forms list to open an error message box below the form.
- Now open QBI Ded Summary and verify the QBI was transferred from the prior form. The amount on Line 25 carries over to Form 1041.
- Finally, open Form 1041 and verify that the QBI amount appears on Line 20.
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