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Aztaxman1
Level 3
January 9, 2025
Question

8995

How do I code the Schedule E input screen to generate an 8995?

    This topic has been closed for replies.

    3 replies

    abctax55
    abctax55
    Level 15
    January 9, 2025

    You have to indicate that the rental is a 'trade or business'.  IF that's truly the case, it's a 'facts & circumstances' situation.

    Lacerte (PTO's big sister...)  has an area to 'check the box' for this, at the bottom of the Rental Income/Exp input screen.

    HumanKind... Be Both
      Aztaxman1Author
      Level 3
      January 9, 2025

      Thanks...

      I went back and coded for Trade and Business however, only two of the rentals (one a P/S and the other an S-Corp) appeared on the 8995.  None of the individual rentals (8 rentals) appeared.

      abctax55
      abctax55
      Level 15
      January 9, 2025

      Again, they have to be marked as T/B.

      Lacerte has a spot for that, towards the bottom of the input.

      I'm sure PTO does also.

      But, I don't use PTO.

      HumanKind... Be Both
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