Level 1

I am working on an individual tax return.  In calculating Qualified Business Income for an S-corporation in my worksheets I have 3 lines. Business Income XXX comes from the QBI page of the K-1, then Loss disallowed due to basis, at-risk or passive rules (this is a positive add back), third line if Charitable Contributions not included in taxable income (this is a positive add back).  These three figures equal the amount going to Line 1c on the Form 8995.  I have looked and calculated every number combination I can come up with.  I have spent hours on the phone with Lacerte over the past 5 days.  I can not determine how the Loss disallowed due to basis, at-risk or passive rules is calculated to get this add back.  Lacerte can not provide any details for formulas for the calculation either.  Anyone else run into this issue with a client or do you know what does into this calculation?

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