@aheiler34 wrote:
Is splitting the W2 legal for dual tax status and complications? It says enter exactly as is on the W2. I understand that if it adds up then it is the same and actually an attempt to pay taxes correctly. I have the same situation that TT Premier 2025 isn't handling correctly at all. The clergy interview is absent. Any information on updates coming? When?
Thanks,
Dre
If you are in a situation where you were a regular employee for part of the year (with regular withholding of social security and medicare tax) and a clergy employee of the same organization (with no withholding of social security and medicare), turbotax can't prepare a correct return automatically. The only way to get Turbotax to work is to split your W-2 into two--one for regular employee and one for clergy employee. This is the routine way to do it. I don't know if it increases your risk of audit, it's just the only way it works. The IRS is mainly going to be concerned that your box 1 and box 2 numbers add up.
I have not checked to see if the housing allowance question is enabled yet, there's no reason it wouldn't be since it hasn't changed from last year. When entering the clergy W-2, there should be a page listing special circumstances -- check the box for religious wages. (Do not check this box for the W-2 that covers wages you were paid as a lay person.)
