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Level 2
May 18, 2023
Question

QBI loss tracking worksheet

  • May 18, 2023
  • 1 reply
  • 11 views

I'm currently using ProConnect Tax and it is not capable or does not have a QBI loss tracking worksheet for passthrough K-1's for either partnerships or S Corps. Does anyone know if Pro Series does?

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1 reply

Level 15
May 18, 2023

Can you clarify what exactly you want tracked?

Are you talking about the QBI losses with suspended Passive losses?  Or something else?

sgeiman33Author
Level 2
May 18, 2023

yes i'm looking for the worksheet that tracks all suspended non-QBi and QBI losses by year - beginning 2018 with a column for the QBI fixed %.

basically it tracks what is being utilized on line 3 of the 8995. i don't see anywhere in Proconnect so i'm curious if it has this worksheet in Proseries. 

i don't know how else you would track the remaining suspended losses. thank you