Question
Tax Planner for 2026 is calculating QBI incorrectly when the client also itemizes.
The Tax Planner for 2026 is incorrectly calculating much higher than 20% limits for the QBI deduction when the client also itemizes their deductions. If we remove the itemized deductions, the 20% limit is properly applied to the QBI. In my case, it is allowing a 38.6% QBI deduction, which is too high.
