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February 17, 2020
Question

Figured why a 8995A is needed. My Mutual funds reported dividends using box 5 (section 199A thus triggers a QBI . 1st time for me

  • February 17, 2020
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1 reply

AmyC
Employee
February 17, 2020

Correct, QBI was named for the section 199 dividends. If you have a question, feel free to reply.

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