SEHI and QBI
I've always wanted to add an unreasonable request for a program feature that will be the last step in removing the human element from the return preparation process. I think I have found one. I was working on a return with a Schedule C, and a taxpayer who qualifies for the deduction for self-employed health insurance. But when I entered it, the refund decreased. Took me a few minutes to figure it out. They had enough medical to claim the excess over 7.5%, and to itemize.
So, they get the $5,000 deduction for health insurance in any case. But claiming it as SEHI, lowers their QBI by $1,000. Intuit should have warned me not to do it. And of course, then Intuit should have first figured out whether lower AGI would prevent higher Medicare premiums next year. Or reduce the $6K/$12K senior deduction.
