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.note
If a field is blank and is not marked with an asterisk, the UltraTax CS uses the amount from the 2023 Schedule K.
