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199A (QBI) import

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199A (QBI) import

Sutaru

We have 3 1040 clients who receive income from two trusts that each have over 200 RPEs for QBI. We have to enter them all by hand, and that's after we've already aggregated all the Non-SSTBs with ordinary losses. It takes a couple of hours per trust, and it's a really cumbersome task. If LaCerte could import that data from excel the way you can with Schedule D data, it would be a huge time saver!

Status: New
Vote now if this is a good idea