CCH Axcess Tax

Form 8995-A, Qualified Business Income Deduction

Government Form		CCH Axcess Input
		Worksheet	Section	Field
Name(s) shown on return		General > Basic Data	General	Estate or trust name Estate or trust name continued
Your taxpayer identification number		General > Basic Data	General	Employer identification number
1(a)		Income > Business	General	Business name
		Income > Rent and Royalty	General	Kind of property
		Income > Farm / 4835	General	Proprietor's name
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Name or description of activity
1(b)		Any of the following: Income > Business Rent and Royalty Farm / 4835	Qualified Business Income	QBI option
1(b)		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	QBI option
1(c)		Any of the following: Income > Business Rent and Royalty Farm / 4835	Qualified Business Income	Aggregation code
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Aggregation code
		Deductions > 8995/8995-A - Qualified Business Income Deduction	Passthrough Aggregation	Aggregation code
		Deductions > 8995/8995-A - Qualified Business Income Deduction	Rental Real Estate Enterprise	Aggregation code
1(d)		Any of the following: Income > Business Rent and Royalty Farm / 4835	General	Employer identification number
1(d)		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Employer identification number
1(e)		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Cooperative qualified business income Cooperative W-2 wages
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Cooperative qualified business income Cooperative W-2 wages
		Deductions > 8995/8995-A - Qualified Business Income Deduction	Rental Real Estate Enterprise	Cooperative qualified business income Cooperative W-2 wages
2	Calculated from any of the following:
		Schedule C Schedule E, page 1 Schedule F Form 4835
	IF
		Deductions > 8995/8995-A - Qualified Business Income Deduction	General	All of taxpayer's activities are qualified
	OR
		Income > Business Rent and Royalty Farm / 4835	Qualified Business Income	Qualified option Qualified business income - Override
		Income > Rent and Royalty	General	Rental Real Estate Enterprise Safe Harbor
		Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Qualified option Qualified business income - Override Qualified service income - Override
3	Calculated
4		Income > Business	Expenses	Wages
		Income > Business	Qualified Business Income	W-2 wages - Override
		Income > Rent and Royalty	Qualified Business Income	W-2 wages - Override
		Income > Farm	Expenses	Hired Labor
		Income > Farm	Qualified Business Income	W-2 wages - Override
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	W-2 wages
5	Calculated
6	Calculated
7		Any of the following: Income > Business Rent and Royalty Farm / 4835 Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Depreciation and Amortization	Cost or other basis UBIA - Override
		Any of the following: Income > Business Rent and Royalty Farm / 4835	Qualified Business Income	Unadjusted basis of assets - Override
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	Unadjusted basis
8	Calculated
9	Calculated
10	Calculated
11	Calculated
12	From Line 26
13	Calculated
14	From Schedule D (Form 8995-A), Line 6
15	Calculated
16	Calculated
17	Calculated
18	Calculated
19	Calculated
20	Calculated
	OR
		Deductions > Deductions	Deductions/Mortgage Insurance Premiums	Taxable income for qualified business income deduction QBID (199A) - Override
21	$164,900
22	Calculated
23	$50,000
24	Calculated
25	Calculated
26	Calculated
27	From Line 16
28		Income > Dividends	IRS 1099-DIV	Section 199A dividends
		Income > Consolidated 1099	Dividend Income	Section 199A dividends
		Any of the following: Income > Fiduciary Passthrough Partnership Passthrough S corporation Passthrough	Activity	REIT dividends PTP income - Override
		Deductions> 8995/8995-A Qualified Business Income Deduction	Total Overrides and Other Information	Qualified REIT dividends - Override Qualified PTP income - Override
29		Deductions> 8995/8995-A Qualified Business Income Deduction	Total Overrides and Other Information	Qualified REIT dividends and PTP loss carryover from prior years
30	Calculated
31	Calculated
32	Calculated
33	Calculated
	OR
		Deductions > Deductions	Deductions/Mortgage Insurance Premiums	Taxable income for qualified business income deduction QBID (199A) - Override
34	Calculated
35	Calculated
36	Calculated
37	Calculated
38		Deductions> 8995/8995-A Qualified Business Income Deduction	Total Overrides and Other Information	Qualified business income deduction from cooperatives
39	Calculated
40	Calculated

Product Support - support.cch.com/axcess

Customer Support Knowledge Base - support.cch.com/kb

Customer Support Contacts - support.cch.com/contact