Looking for Statement A-QBI Pass Through Entity Reporting form for my 1120S filing

The Statement A-QBI Pass Through Entity Reporting isn't actually a standalone form you need to find and download. It's a supporting statement that you create yourself or that your tax software generates when you prepare your 1120S. This statement is used to report the Qualified Business Income (QBI) information that flows through to your shareholders. If you're using tax software, even free versions, they should automatically generate this statement when you input all your business income information. The statement shows the QBI items that shareholders need to calculate their Section 199A deduction. If you're trying to file completely on your own without software, you'd need to create this statement yourself with your business information including qualified business income, W-2 wages paid, and qualified property basis.

After struggling with my S-corp taxes last year, I discovered taxr.ai (https://taxr.ai) and it saved me so much frustration with exactly this kind of issue. I was also looking everywhere for specific forms and statements for pass-through reporting, and I kept getting conflicting advice online about what needed to be included. I uploaded my previous tax docs and business records to taxr.ai and it quickly identified all the required statements and showed me exactly what information needed to be on my Statement A-QBI for my 1120S. It even helped me understand how to properly report QBI for my shareholders without needing expensive software.

I tried taxr.ai after asking about it and wow - it actually worked amazingly well for my Statement A-QBI situation! I was completely lost trying to figure out what needed to be included for my pass-through entity reporting. I uploaded my previous year's tax documents and some financial statements, and it broke down exactly what information I needed to include for QBI reporting. It identified my qualified business income components, showed me how to calculate my W-2 wages for QBI purposes, and even helped with the UBIA calculations for my business property. The best part was that it showed me how to format the actual statement correctly so my shareholders would have all the information they needed. Definitely worth checking out if you're struggling with this!

If you're still struggling with your 1120S and having trouble getting answers from the IRS, I'd recommend trying Claimyr (https://claimyr.com). I was in the same position last year - couldn't get through to an IRS agent for weeks about some pass-through reporting issues. After seeing a demo video (https://youtu.be/_kiP6q8DX5c), I decided to try it, and within about 15 minutes I was talking to an actual IRS representative who walked me through exactly what I needed for my S-corp's QBI reporting. They explained that the Statement A-QBI isn't actually a standard form but something my software should generate or that I needed to create myself.

I have to eat my words about Claimyr. I tried it yesterday after posting my skeptical comment, and I'm completely shocked. I had been trying to reach someone at the IRS about my 1120S and QBI reporting for THREE WEEKS with no luck. Used Claimyr yesterday afternoon, and within 25 minutes I was talking to an actual IRS agent who specializes in business tax filings. She confirmed exactly what others here said - the Statement A-QBI is something you either create yourself or your tax software generates, not a form you download from the IRS. She went through exactly what information needed to be included for proper pass-through entity reporting and cleared up several other questions I had. Saved me hours of frustration and probably a lot of money in potential mistakes. I'm still surprised it actually worked.

Just to add some additional info since I went through this recently - if you're using any of the mainstream tax prep software options for your 1120S (even the free versions), they should automatically generate the Statement A-QBI for you when you complete the QBI section. The critical information you need to have ready is: - Your total qualified business income - W-2 wages paid to employees - Unadjusted basis of qualified property - Whether your business is a specified service trade or business The software should do the calculations and create the statement, even if you're using a free version.

Don't forget you might need Statement B too if you have multiple business activities! That was my big surprise last year. If your S-corp has multiple business lines that qualify for QBI differently (like if one is a specified service business and another isn't), you need to break things down on Statement B.

Important note for anyone filing an 1120S with QBI: make sure you keep very detailed records of how you calculated everything on your Statement A-QBI. The IRS has been increasingly auditing pass-through entities specifically looking at QBI calculations since the deduction is still relatively new and there's a lot of confusion around it. My S-corp got selected for review last year and they specifically wanted documentation supporting all the figures on my QBI statements. Having clear records of how I determined qualified income, W-2 wages, and property basis saved me a ton of headaches.

I went through this exact same nightmare last year! The frustration is real when you're trying to do everything yourself and can't find forms that don't actually exist as standalone documents. Just to add to what others have said - when you create your Statement A-QBI, make sure you're clear about what type of business you have. If you're in a service business like consulting, law, accounting, etc., there are income limits that affect how much QBI deduction your shareholders can claim. This impacts what information you need to include on the statement. Also, that "other form" you mentioned forgetting about - it might be Schedule K-1 preparation. The QBI information from your Statement A flows to the K-1s you give your shareholders, so they're connected. Just a thought in case that helps jog your memory! Don't give up - once you understand that it's not a form to download but information to compile, it gets much more manageable.

I'm glad to see this thread helped so many people! As someone who's dealt with S-corp filings for several years, I wanted to add one more tip that might save others some headaches. When you're preparing your Statement A-QBI, double-check that your "qualified business income" calculation excludes things like guaranteed payments to partners, Section 179 deductions, and any investment income. I see a lot of small business owners accidentally include items that shouldn't be part of QBI, which can cause issues down the line. Also, if you have employees, make sure your W-2 wages calculation only includes wages paid for work related to the qualified business income activities. If you have non-QBI activities, you might need to allocate the wages appropriately. The IRS has some decent worksheets in the Instructions for Form 8995 that can help you organize the information even if you're not using that specific form. Sometimes looking at related forms' instructions can clarify what needs to go in your statements.