drjessup
New Member

My 1099-R is to go towards clergy housing allowance. I followed the steps but it adds it as taxable income and not housing allowance. What now?

My expenses were larger than the Box 1, so I entered "0".  2b was checked on the 1099-r, and #7 is in Box 7.  This is what your guide says that I followed:

If Box 2b is checked

  1. Subtract your documented housing expenses from the gross distribution amount in Box 1.
  2. Enter the result in Box 2a, Taxable Amount, if it's a positive number.
  • If the result is a negative number or 0, enter 0 in Box 2a.

Can find any other place to list the housing allowance.

Thanks for all your help.