Level 11
10-31-2023
10:34 AM
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I agree that the 2021 version of Lacerte had substandard worksheets for QBI. My notes for 2021 returns say "this is a big ugly calculation; assume Lacerte did it right." Having the 2022 program with all the worksheets, I could probably cobble together an Excel file that does the math. I know that for the "easy" pieces (PTP QBI, in my case), the 2022 numbers seemed really wrong, so I worked through the forms instructions and Lacerte worksheets, and I was happy with the numbers Lacerte came up with. It's just a super unintuitive process for determining what QBI amounts free up.