Level 3
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Client is a SSTB, he does tax returns. So no QBI.  But about 3% of his income is from insurance commissions (insurance brokers are exempted).  Can this portion of income somehow be parcled out in Lacerte to allow this to flow to the 199a calc?  Also, what about the stock broker who gets a portion of his commissioned income from the sale of insurance products (life, annuity, VA, etc).  Can he parcel this out so it goes into the calculation separate from his SSTB stock broker income?

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