Hi BarbaraW22,
I followed your instructions but noticed I still have a refund amount for both my state and federal. Is that common when the income is an excludable income? I I just want to make sure I am doing it right.
- Entered total wages from box 1 and box 16 on my W2.
- Then Followed steps 9-11 of your instructions to enter the offset for the payments.
- Added "IRS Notice 2014-7 Excludable Income" as the description and added a negative ( "-") in the amount section before the wage amount from box 1 on my W2.
for FYI purposes: I am currently a IHSS care giver for someone who lives in my home and did receive a W2.
