Does anyone know if Lacerte will have some kind of client worksheet (perhaps with the organizer) for clients to fill in to see if their rentals qualify for QBI?

[abctax55 · Accepted solution]

Given that the decision as to whether each rental rises to the level of a trade or business is a "facts & circumstances" situation, I don't think a "client worksheet" is something Lacerte would even consider.

That's what each of us, as a professional tax preparer, will need to do.  Oh joy.

[George4Tacks]

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Even if you don't do California taxes, this free subscription is well worth the money. https://www.caltax.com/news/flash-email/