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Level 2
posted Mar 28, 2025 11:49:30 PM

TurboTax Business: Form 8995 is not created/filled out

2024 Turbo Tax Business Windows Desktop

 

For a Trust, with 1099-DIV with Section 199A dividends.

 

Turbo Tax creates the QBI  Ded Summary worksheet.

Turbo Tax says I have a QBI deduction and fills in 1041 Line 20 with an amount. 

But it does not create the corresponding 8995 form.  

 

Any thoughts on how to force it to create and fill out this form?

 

thanks

 

0 2 1705
1 Best answer
Expert Alumni
Mar 30, 2025 1:15:21 PM

Did you try clicking the QuickZoom at the top of the QBI Deduction Summary worksheet for Form 8995? The information on the actual form may explain why it's not included. Or viewing the form may activate it for the return.

2 Replies
Expert Alumni
Mar 30, 2025 1:15:21 PM

Did you try clicking the QuickZoom at the top of the QBI Deduction Summary worksheet for Form 8995? The information on the actual form may explain why it's not included. Or viewing the form may activate it for the return.

Level 2
Mar 30, 2025 1:23:04 PM

That worked!

 

I selected the quickzoom and it created the form and populated it with the appropriate data

 

Thank you very much for your help!