I found the information about QBI to be lacking. The form for the 199 provides places to make adjustments, but there is no real help describing what kind of adjustments would be appropriate. Every year, I also have difficulty navigating the K1 worksheet. One partner comes up, but when I want to see the second partner I can't easily access it. I can access the individual K1's but not the K1 worksheet. Making changes to the captial accounts is also difficult.
Pretty smooth, with a couple of issues. Notably, at one point the program told me I needed to file a form that could be found in the "Other Forms You May Need" section, which doesn't seem to exist. Also, not sure the form, which is a relic of the pandemic, is still a thing. Also, I did not enter in the form the long list of securities I sold in 2024, choosing instead the option to attach a separate list. But I e-filed, which means I will have to send that list to the IRS by postal mail. The software for individual returns provides a reminder and an address to do that, but there was no similar indication in the Business software of what to do for Trust returns.