QBI Worksheets

Section 199A Information worksheet

The Section 199A Information worksheet for the S Corporation is available in Forms view. The worksheet also lists the activity from each K1QB1 window in the
K1 1065, 1041
folder. To print the worksheet, go to the
QBI
window and enter
1
in the
Qualifies as trade or business for section 199A
field.

Section 199A Aggregation worksheet

The Section 199A Aggregation worksheet is available in Forms view. To print the worksheet, go to the
QBI
window and enter an aggregation group number in the
Regulation 1.199A-4 aggregation group number
field.

Tax Projection Worksheet - Qualified Business Income Worksheet

The Tax Projection Worksheet - Qualified Business Income worksheet is available in the
QBIProj
folder in Form View. To generate this worksheet, go to the
QBIProj
window in the
Review
folder.
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