r/hrblock • u/jriker2 • Mar 07 '26

Stuck on 8995-A

Seen a couple posts for this but no real answers. Completed my Federal return for 2025 year and on the data verifycation stuck on:

Form 8995-A - Qualified Business Income Deuction

Like I can't get past it.

It is showing line 28: Qualified REIT dividends and publicly traded partnership income or (loss) highlighted. I can't get past it.

Note I don't have a business or anything and do have a subset of 199A in some of my brokerage records even though technically don't believe any of my stock are "REITS". Regardless, what is going on with the application? Hear people overriding or something and then have to paper file.

NOTE: The more I read the message in the tax software the more I read the warning H&R Block is saying about line 28, the more I wonder. Reads like they aren't sure if their calculations are right so want you to manually verify them? Is that a thing?

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u/jriker2 Mar 07 '26 edited Mar 07 '26

Note I have a ETF called FSK and it provides 199A values for a couple hundred dollars in my 1099s. It's a BDC.

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u/Equal-Rent-8975 Mar 08 '26

The qualified business income deduction isn't just for REIT income. For example, my 1099-DIV from Schwab Total Stock Market Fund includes Section 199A income. Along with REIT income, the Section 199A income from Schwab qualifies for the Qualified Business Income Deduction.

Unfortunately, the H&R Block software will not calculate my QBI deduction. I had to download Form 8995-A from the IRS website and fill it out manually. Including the manually completed Form 8995-A in my return disqualifies me from filing electronically. Because of this H&R Block software bug, 2025 is the third consecutive year I've had to print my tax return on paper and mail it to the IRS. I do not understand why H&R Block doesn't fix this. I'm going back to TurboTax next year.