When you right click on line 9 of the QBI Ded Summary form, and select "Data Source", it says the source is "Sch K-1 Wks". The actual source is Box 5 of Form 1099-DIV.

Forum|Forum|1 year ago
March 5, 2025
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When you right click on line 9 (Total REIT Dividends) of the QBI Deduction Summary form, and then select "Data Source", the pop up says the source is one or more "Sch K-1 Wks", even when no Schedule K-1 exists. The actual data source is Box 5 (Section 199A Dividends) of Form 1099-DIV. Shouldn't that be fixed?

PatriciaV

Employee

Please clarify which version of TurboTax you are using: TurboTax Online or TurboTax for Desktop? Windows or Mac? If Online, which browser? What type of return are you working on?

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prtaylor56Author

Employee

I'm using 2024 TurboTax for Windows desktop, and working on an individual (1040) tax return.

DawnC

Employee

Are you using Home & Business? TurboTax should certainly be directing the user to the correct data source. Thank you for bringing to this to our attention.

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