How do I link my business income to show aggregation of business operations as discussed in Section 1.199A-4 and provide an explanatory statement?


Forms View and Filing the Return

Worksheets  Schedule B - Aggregation of Business Operations

Once complete, the aggregate income will be displayed in Forms view within the Worksheets.  Each aggregate grouping will be listed separately.  Example; Aggregation 1, Aggregation 2, etc.The Schedule B - Aggregation of Business Operations worksheet is automatically included as a statement with the e-filing of the tax return. The Lacerte options to Auto Generate and Attach PDFs to EFiles should be set to 'yes' for this to occur.Once the e-file has been created within the e-file wizard, the following information will be displayed on the General Information page in Forms view:

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