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QBSE user for 3 years here. Controversial opinion maybe, but I just use the "Supplies" category for all my inventory purchases, track the actual inventory details in a Google Sheet, and then manually adjust at tax time. Been working fine and my accountant hasn't had any issues with it. Why overthink this?
This is what I do too! I tag everything as "materials" in the description field so I can search for them later. When it's tax time, I manually calculate beginning inventory + purchases - ending inventory = COGS and just put that number on my Schedule C. My accountant says it's totally fine as long as I keep good records of my actual inventory counts.
For those suggesting spreadsheets alongside QBSE - I wrote a simple Google Sheets template specifically for Etsy sellers using QBSE who need COGS tracking. Happy to share the link if anyone's interested. It's free and has formulas to calculate everything you need for Schedule C.
Yes please! That would be super helpful. I'm in exactly this situation - selling on Etsy and using QBSE but struggling with inventory tracking.
Here you go! I've put the template here: [link removed by moderator]. It has sheets for tracking beginning inventory, purchases throughout the year, ending inventory, and automatically calculates your COGS for Schedule C. It also breaks things down by product category if you sell different types of items. I included instructions on the first tab about how to use it alongside QBSE. Basically, you still enter all your expenses in QBSE but use this spreadsheet to calculate the proper COGS figure for your Schedule C. No need to upgrade your QBSE subscription!
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5 I've worked for a brokerage firm and can tell you this is a common problem with year-end trades. Your broker probably has an automated system that sorted your trade into the 2024 tax year based on the settlement date. One thing to check - log into your brokerage account and look at your 2024 tax forms. Some brokers have already generated preliminary 1099-Bs for 2024 that you can view online. If your December trade shows up there, that confirms they're using the settlement date incorrectly.
22 I never thought to check for preliminary 2024 forms! Just did, and sure enough, there's my December trade listed on my 2024 form. So frustrating that they got it wrong. What's the best way to approach them about fixing this?
5 Since you found the trade on your 2024 preliminary forms, that makes your case much stronger. Contact your broker's tax department directly (not just customer service) and specifically request a "corrected 1099-B for tax year 2023" to include the December 28th trade. Mention that you understand IRS regulations specify that trade date, not settlement date, determines the tax year for reporting purposes. Be prepared to provide your trade confirmation showing the December 28th date. If the first person you speak with doesn't understand, ask to escalate to a supervisor or tax specialist. Most brokerages can resolve this fairly quickly once you reach someone who understands the issue.
3 Just be aware that even after you get your broker to fix this, you might face another hassle. Sometimes when brokers issue corrected 1099-Bs, the IRS computers flag the discrepancy between the original and corrected forms, and you could get a CP2000 notice asking about "unreported income." If that happens, don't panic! Just respond with copies of both your original and corrected 1099-Bs, along with a brief explanation that the correction was needed to properly report the December 28 trade in the correct tax year.
4 This happened to me last year! It was such a headache. The IRS sent me a notice claiming I owed an additional $2,300 in taxes because of a "missing" stock sale, but it was actually just reported in the wrong year. Took me three letters back and forth to resolve it.
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One tip about responding to these letters that saved me: make a cover sheet that lists EVERY document you're including with a brief explanation. I got a similar letter about my Schedule C expenses last year, and I made a simple spreadsheet with columns for: - Date of purchase - Vendor/store - Amount - Description of item - Business purpose Then I organized all my receipts and bank statements in the same order as the spreadsheet. The IRS accepted everything without further questions. I think they just want to see that you're organized and have legitimate business reasons for each expense.
Did you mail actual physical copies of your documents or did you try to do it electronically? I'm wondering what's faster/better.
I mailed physical copies via certified mail with return receipt requested. The IRS isn't great with electronic submissions for these verification letters in my experience. Always keep copies of everything you send them - never send your only copies of important documents. The certified mail gives you proof they received it, which is important for meeting their response deadline. In terms of timing, they processed my physical mail response in about 4 weeks, which seemed reasonable.
One important thing to check on that letter is whether it's actually from the IRS! There are a lot of scams going around. A legitimate IRS letter will have a notice number (like CP2000 or Letter 12C) and will never ask for payment by gift cards, wire transfer, or cryptocurrency. If you're concerned, you can call the IRS directly at 800-829-1040 to verify if they actually sent you something. Just make sure you're responding to a genuine IRS notice and not a scammer.
Good point about verifying! This is definitely a real IRS letter. It has the official letterhead, my tax ID number, and references my specific tax return. It's asking me to mail documentation to their verification department, not asking for any payments. Thanks for looking out though - those scams are everywhere!
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Something important to consider - the QBI deduction itself is scheduled to expire after 2025 unless Congress extends it. So even if you can technically carry these losses forward indefinitely, you might only have another year to actually use them against QBI from other businesses. I'd suggest trying to accelerate income from your other qualified businesses in 2025 if possible to utilize these carryovers before the potential expiration. Talk to your tax professional about income timing strategies.
Do we know if Congress is likely to extend the QBI deduction beyond 2025? I'm in a similar situation with QBI carryovers and trying to plan ahead.
It's definitely uncertain at this point. The QBI deduction (Section 199A) was part of the 2017 Tax Cuts and Jobs Act, which had many provisions set to expire after 2025. There's been some bipartisan support for small business tax relief, but extensions will depend on the political landscape after the next election. If you have significant QBI carryovers, the conservative approach would be to try utilizing them by 2025 rather than banking on an extension. Some tax planning options include accelerating business income into 2025, deferring business expenses to 2026, or potentially restructuring to maximize QBI in the remaining time. Each strategy has broader tax implications, so definitely consult with a tax professional to model different scenarios for your specific situation.
I just went through this exact situation with a client. The most important technical detail: QBI loss carryovers are calculated and tracked at the TAXPAYER level, not the business level. Reg §1.199A-3(b)(1)(iv) states: "If the net QBI with respect to qualified trades or businesses of the taxpayer...is less than zero, the taxpayer has a negative amount of QBI with respect to those trades or businesses. If a taxpayer has a negative amount of QBI, that negative amount is treated as a loss from a qualified trade or business in the succeeding taxable year." Notice it says "of the taxpayer" - not "of the business." This language supports the interpretation that QBI carryovers remain available after disposing of the business that generated them.
This is super helpful, thank you! The regulation wording does seem to support what everyone's been saying. I just worried because my accountant wasn't 100% sure and it's a substantial amount that would take years to use up against my smaller businesses. Appreciate you citing the exact regulation!
Glad it helps! Your accountant's uncertainty is understandable - the QBI rules are still relatively new, and the IRS hasn't issued specific guidance on every scenario. The good news is that the regulatory language focuses on taxpayer-level calculations rather than business-specific tracking. One final recommendation: document everything thoroughly. Keep records showing the calculation of your QBI loss carryover amount, the disposition of the business that generated it, and the regulatory basis for continuing to apply it against future QBI. If you're ever audited, having this documentation ready will help demonstrate your reasonable interpretation of the tax rules.
Fatima Al-Sayed
Just a quick warning from personal experience - even small unreported income can snowball. I ignored a $650 1099 thinking it was too small to matter, and 2 years later I got hit with the original tax plus almost $200 in interest and penalties. If i'd just amended right away it would've been like $85 total. The IRS computers WILL catch the mismatch eventually. They match every W-2 to tax returns. Better to fix it on your terms than wait for them to come knocking!
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Carmen Sanchez
•Thanks for sharing your experience. Do you remember roughly how much the interest rate was? And did you end up just paying what they asked for in the letter or did you have to file an amended return anyway?
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Fatima Al-Sayed
•The interest was running around 5-6% annually, but it was the failure-to-pay penalty that really added up - that's 0.5% per month up to 25% of the unpaid tax. The notice gave me the option to just pay what they calculated or file an amendment if I disagreed. I just paid their amount since it was accurate. The CP2000 notice actually makes it pretty simple - they show what they found, calculate the difference, and give you payment options. You only need to file an amendment if you disagree with their calculations or if the missing income affects other parts of your return like credits or deductions.
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Dylan Hughes
Has anyone used the IRS's transcript service to check what W-2s they have on file for you? I think you can see what forms have been submitted under your SSN before you decide whether to amend or wait.
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NightOwl42
•Yes! This is what I did when I was missing a W-2. Just go to the IRS website and request a "Wage and Income Transcript" for the tax year you're concerned about. It shows everything reported to the IRS under your SSN including all W-2s, 1099s, etc. Super helpful for catching these issues before they become problems.
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