Tracy Lee

This was very helpful. Thanks for the visual! I can see that it did increase the refund and it flowed thru to the Input sheet as well, this allowed the drop down bar to show for the business on the worksheet, which I still had to manually put the amount on line 1. The amount is not showing up on line 29 on Schedule 1. Hmmmm....What am I missing or where do I go to actually see the credit?

I'm trying to get Line 29 Self Employed health insurance deduction to populate from the worksheet it takes me to. The worksheet is filled out and shows the deduction on line 17, but it is not flowing thru. This is a client with a K1 from his own S Corp, but the business name is not flowing forward either so I can populate it on the Business 1 line at the top. Is this stopping it from flowing thru? Can I just override the worksheet and just put the deduction straight on line 29 directly? I really don't prefer to do it this way because I want to use the data from the worksheet the correct way.

I have a client with 45 pages of investments Statements and I just entered the totals into the return, but would like to upload and send the detailed Oppenheimer Statements with the Tax return. Do I save these forms in PDF format, and how do I attach it to my tax return so it will e-file with it?

This is where I have tried to enter the amount. Line 7 first column, Accumulated Adjustments Account, but it does not allow for data entry there. It just links you to Sch K. Hmmmm... Is there somewhere on the Sch K I should be putting it? I see line 16d but that links me to a worksheet with a cash or property line. When I put it in the cash line it does populate my Sch M2 but does not carry forward to my Sch L. LOL. kinda feel like I'm in a rabbit hole.

I'm new to ATX and was able to figure out where to put my shareholder distributions for a S Corp on the K1 input line 16 D to flow thru to my K1 but I can't find the place to put my shareholders distributions so it will flow thru to Schedule M-2 line 7 and balance my Schedule L. HELP! I have spent an hour+ trying to figure this out.

Thank you so very much!

I'm new to ATX this year and having a difficult time figuring out where to put my information for QBI for a S corp so it will flow to my K1. Help!