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Level 3
posted Feb 28, 2021 11:32:47 AM

Stuck at Qualified Business Income Deduction window and not able to move past it.

I am using turbotax self employed on the turbotax website. Under the Federal portion, in "Deductions & Credits", I am not able to complete the process. After "Other tax situations, it keeps taking me back to "Deductions and Credits" where the page opens with a green box saying I get the Qualified Business Income deduction (screenshot below). I keep clicking on Continue but it keeps opening the same page.

The customer support wasn't able to help me. They helped me clear the cookies and cache which didn't help.

Has anyone else experienced/fixed this problem? 

 

Thanks 

 

 

 

 

 

1 16 4343
16 Replies
Expert Alumni
Feb 28, 2021 1:32:00 PM

I prepared a tax return in TurboTax Online Self-Employed and reached the same screen Congrats, you get a tax break.  I am able to click Continue and move on in the program.

 

Are you able to delete IRS Form 8995 Qualified Business Income Deduction Simplified Deduction or 8995-A Qualified Business Income Deduction Simplified Deduction?  These forms compute your qualified business income (QBI) deduction.

 

You should be able to remove the form with the Delete a Form tool. 

  • Down the left side of the screen, click on Tax Tools.
  • Then click on Tools.
  • Then in the center of the page, click on Delete a Form.
  • Choose the form to be delete and click Delete to the right of the form(s).

The form will delete but should immediately re-generate because you have the qualified business income listed on your tax return.  Hopefully, the new form will not contain the error that is interfering with your tax return.

Level 3
Feb 28, 2021 5:45:46 PM

I deleted it and went through the same process. The problem persists.

New Member
Mar 1, 2021 4:08:22 PM

FWIW I'm having the same problem.

 

Super frustrating.

Intuit Alumni
Mar 2, 2021 12:43:20 PM

Please refresh your browser and clear out your cookies. If that doesn't work, try clearing your browser's cache for ALL DATES.

Then try logging out and logging back into TurboTax. You can also try using a different browser.

 

The following FAQs will show you how to do it.  

This one shows how to delete your cookies.  

How do I delete cookies? 

 

This one will help you clear your cache. 

How to clear your cache 

Level 3
Mar 4, 2021 5:35:11 PM

Deleted cookies and cache. Did not solve the problem.

Expert Alumni
Mar 5, 2021 7:23:15 AM

Try using a different browser.  For example  if you are using Chrome, try Safari, Firefox, or Internet Explorer.

 

You can also try deleting the QBI forms and then reentering them.  To do this:

 

  1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  
  2. In the Tools Center, under Other helpful links click on Delete a form.
  3. Click Delete next to the form you want to delete and follow the onscreen instructions. 
  4. Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

 

Level 3
Mar 5, 2021 6:56:01 PM

1. Tried a different browser, not working

2. Tried deleting the QBI forms (there are actually two of them listed). This is not letting me delete any of them.

Intuit Alumni
Mar 5, 2021 7:42:55 PM

@ZAIB To remove the QBI, in TurboTax online, 

1.  Sign into your account, select Take me to my return

2.  Select Tax Tools, click on the drop down arrow

3.  Select Tools

4.  Under Other helpful links, choose Delete a form

5.  Select Delete next to the form 8995 and Continue with My Return

Be sure to log out and back in once you do this. Then verify it removed.

 

If it does not resolve the issue, please also see post from Victoria D75 at this link:  Additional QBI Assistance

"Employee Tax Expert LinaJ2020"

 

See also this TurboTax Help.

 

If the above instructions did not work, please reach out to TurboTax Customer Care for further assistance. The best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using below. Use the web form and type your question or a keyword.  You will get an appropriate phone number for your issue. (You will not get a phone number if you use the link outside of operating hours.) We're open daily from 5:00 AM to 9:00 PM PT.

What is the TurboTax phone number

If you have TurboTax Live, see this link: How do I connect with a tax expert in TurboTax Live?

Level 1
Mar 13, 2021 4:43:29 PM

I am having the same problem. Cleared caches, deleted the form, changed the browser. Problem persists. It looks like a number of people are having the same issue. Will there be a fix so that I can complete my returns?

Expert Alumni
Mar 14, 2021 7:26:15 AM

@Filoz

 

Are you using TurboTax Online Self-Employed, or some other version?  Please clarify.

 

The Qualified Business Income Deduction can be generated from one of two components. 

  • The QBI component can result from a sole proprietorship, partnership, S corporation, trust or estate.  The first component would likely be reported on Schedule C, Schedule E, Schedule F or a K-1. 
  • The REIT / PTP component can be generated from qualified real estate investment trust (REIT) dividends or qualified publicly traded partnership (PTP) income.  The second component could be reported on 1099-DIV or a K-1. 

What is your source of QBI?

 

See also this TurboTax Help.

Level 1
Mar 14, 2021 11:00:15 AM

I am having the same issue Followed all the troubleshooting suggestions. NO LUCK went to chat she had no idea took control of my system still no luck HELP

Level 1
Mar 14, 2021 11:03:34 AM

1- using TurboTax Online Self-Employed

2- The QBI component can result from a sole proprietorship, partnership, S corporation, trust or estate.  The first component would likely be reported on Schedule C, Schedule E, Schedule F or a K-1. 

Level 1
Mar 14, 2021 11:13:54 AM

I am now using Turbo Tax Online Premium version. I experienced the same problem when I was using the Self Employed version. I thought that was the reason so I started all over and did not opt for Self Employed version. I am still experiencing the same problem. 

I do have one 1099 NEC.

I am not asking for 'tax advice' as for the source of QBI. This appears to be a software problem. Completed all the troubleshooting that was suggested. Still the same issue. 

It also appears I am not alone. Will Intuit/Turbo Tax  provide a solution that works or should I be looking at alternative solutions other than using Turbo Tax to complete my returns?

Level 3
Mar 14, 2021 6:36:20 PM

Turbotax has failed to resolve this issue despite dozens of people complaining about it. 

 

In addition, just like last year, its not letting me file my NY state return electronically because of a glitch that hasn't been fixed in the past few years.

 

Because of that, i woul highly suggest using a different platform like HR Block if you haven't already filed with TT. I will certainly do the same next year.

 

Regarding QBI, when it takes you to the same window for QBI again and again,  what worked for me was to stay on that window and clicking on STATE RETURN and going through the whole state return. When that's complete, it takes you to the REVIEW screen which then lets you file.

Returning Member
Apr 1, 2022 5:52:04 PM

What does one do when section 199A income comes from a Form 4797 and you have no k-1 as you are operating as a sole proprietor?

Expert Alumni
Apr 1, 2022 6:37:41 PM

You need the Self-Employed version of TurboTax to take the Qualified Business Income deduction.  Premier will allow you to enter self-employment income, but it does not allow the entry of self-employment expenses or deductions.  

 

If you were self-employed or a small business using Schedule C, you probably qualify for the qualified business income (QBI) deduction. We'll automatically determine if you qualify and how large the deduction is.

 

If you’d like to know more about the qualified business income deduction and how it’s calculated, we’ve got more information about it.

 

 

@eshippee