Why is ProConnect not generating form 8895 for QBI deduction for a client with filing status of Surviving Spouse? Client income is below the limit for MFJ.

Forum|Forum|3 years ago
February 22, 2023
2 replies
6 views

My understanding is that MFJ and Surviving Spouse filing status are treated identically.

ProConnect Tax

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George4Tacks

Level 15

What input did you do to general QBI? It is not just automatic.

Answers are easy. Questions are hard!

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RaifhAuthor

Level 2

The online directions from Intuit state: "For each activity, click on the Qual. Bus. Inc. Deduction section along the top of your screen." However, there is no required input apart from checking the SSTB box. What am I missing?

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RaifhAuthor

Level 2

If I change the filing status from Surviving Spouse to MFJ, the QBI deduction shows up. That means the software does not allow the deduction for a surviving spouse, which does not make sense.

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RaifhAuthor

Level 2

I checked theTaxBook (Sect. 8, Business Deductions). Apparently Surviving Spouse is treated the same as Single or MFS when it comes to the QBI phaseout limits. I had assumed, apparently in error, that it would be treated identically as MFJ. I welcome any further clarification of the regulations.

P.S. I had a typo in the original question. The QBID form is 8995, 8895.

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