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Level 1
posted Feb 7, 2024 8:44:23 AM

Entering W2 for Nontaxable Medicaid waiver payments that qualify as difficulty of care payments WITH Notice 2014-7

Hi.  I have a question:  I receive income as a caregiver for my children.  I receive a w2 form with income in Box 1 but this is non taxable in my state.  My question is this:

 

When adding the W2, do I click the box that says "Nontaxable Medicaid waiver payments that qualify as difficulty of care payments" and the do I also add the Notice 2014-7 form with the Negative amount thats in box 1 of my W2?  When clicking this box, my tax refund goes up a substantial amount so I wanted to check on this with experts before moving forward.

 

Thanks!

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3 Replies
Expert Alumni
Feb 7, 2024 10:56:54 AM

If you enter an amount in box 1, and also check the box that says Nontaxable Medicaid Waiver Payment, the next question should ask you how much of box 1 is attributed to Medicaid Waiver Payments, and you will put the entire amount of box 1. This should make it non-taxable.

Level 1
Feb 7, 2024 11:15:42 AM

Do I also enter a notice 2014-7 with the negative amount of the Box 1 wages?

Expert Alumni
Feb 8, 2024 11:46:00 AM

Did entering the amount of box 1 attributed to Medicaid Waiver Payments, not zero out the income? If not, you have have to enter it with a negative number to make it non-taxable.