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IF CLERGY HOUSING ALLOWANCE IS IN W-2 BOX 14 - IF YOUR ACCOUNTANT PUTS YOUR HOUSING ALLOWANCE IN box 14 on your W2, put it in box 14 on TurboTax, PICK Other - not classified, continue. LET'S CHECK FOR UNCOMMON SITUATIONS: Check Religious Employment, continue LET'S DIG INTO YOUR RELIGIOUS EMPLOYMENT: Check Clergy, continue OK, TELL US ABOUT OUR CLERGY HOUSING: Parsonage or housing allowance = 0 (put nothing or zero). Do fill in your qualifying expenses, continue. NOW TELL US ABOUT YOUR CLEARGY SELF-EMPLOYMENT TAXES: Pay self-employment tax on my housing allowance. You'll know you did this right if your housing allowances shows up right on your SE.   IF CLERGY HOUSING ALLOWANCE IS **NOT** IN W-2 BOX 14 - IF YOUR ACCOUNTANT OMITS YOUR HOUSING ALLOWANCE FROM box 14 on your W2 but GIVES YOU A LETTER INSTEAD, leave that box blank, Continue LET'S CHECK FOR UNCOMMON SITUATIONS: Check Religious Employment, continue LET'S DIG INTO YOUR RELIGIOUS EMPLOYMENT: Check Clergy, continue OK, TELL US ABOUT OUR CLERGY HOUSING: Parsonage or housing allowance = put in your housing allowance here. Do fill in your qualifying expenses, continue. NOW TELL US ABOUT YOUR CLEARGY SELF-EMPLOYMENT TAXES: Pay self-employment tax on my housing allowance. You'll know you did this right if your housing allowances shows up right on your SE.   DO NOT DO THIS: 1. Search for other reportable income and select the Jump to link. 2. Answer No to Did you receive any other wages? and select Continue. 3. Scroll to the bottom of the Let's Work on Any Miscellaneous Income screen and select Start next to Other reportable income. 4. Answer Yes, and on the Any Other Taxable Income screen, type Clergy Housing Allowance in the description and enter it as a negative number (precede it with a minus sign) -- YOUR RETURN WILL LOOK VERY WRONG WITH NEGATIVE NUMBERS ON Schedule 1 box Z, and the SE box 2. It will also mess up your STATE.  

Box 16 of your 1099-R is the state distribution, which  may be a required entry in TurboTax depending on the state you live in.  If box 14 is blank, you can leave boxes 14-16 blank.   You can put the amount from box 2a in box 16.  If box 2a is blank, you can use the amount from box 1.      

IF CLERGY HOUSING ALLOWANCE IS IN W-2 BOX 14 - IF YOUR ACCOUNTANT PUTS YOUR HOUSING ALLOWANCE IN box 14 on your W2, put it in box 14 on TurboTax, continue. LET'S CHECK FOR UNCOMMON SITUATIONS: Check Religious Employment, continue LET'S DIG INTO YOUR RELIGIOUS EMPLOYMENT: Check Clergy, continue OK, TELL US ABOUT OUR CLERGY HOUSING: Parsonage or housing allowance = 0 (put nothing or zero). Do fill in your qualifying expenses, continue. NOW TELL US ABOUT YOUR CLEARGY SELF-EMPLOYMENT TAXES: Pay self-employment tax on my housing allowance. You'll know you did this right if your housing allowances shows up right on your SE. IF CLERGY HOUSING ALLOWANCE IS **NOT** IN W-2 BOX 14 - IF YOUR ACCOUNTANT OMITS YOUR HOUSING ALLOWANCE FROM box 14 on your W2 but GIVES YOU A LETTER INSTEAD, leave that box blank, Continue LET'S CHECK FOR UNCOMMON SITUATIONS: Check Religious Employment, continue LET'S DIG INTO YOUR RELIGIOUS EMPLOYMENT: Check Clergy, continue OK, TELL US ABOUT OUR CLERGY HOUSING: Parsonage or housing allowance = put in your housing allowance here. Do fill in your qualifying expenses, continue. NOW TELL US ABOUT YOUR CLEARGY SELF-EMPLOYMENT TAXES: Pay self-employment tax on my housing allowance. You'll know you did this right if your housing allowances shows up right on your SE. DO NOT DO THIS: 1. Search for other reportable income and select the Jump to link. 2. Answer No to Did you receive any other wages? and select Continue. 3. Scroll to the bottom of the Let's Work on Any Miscellaneous Income screen and select Start next to Other reportable income. 4. Answer Yes, and on the Any Other Taxable Income screen, type Clergy Housing Allowance in the description and enter it as a negative number (precede it with a minus sign) -- YOUR RETURN WILL LOOK VERY WRONG WITH NEGATIVE NUMBERS ON Schedule 1 box Z, and the SE box 2. It will also mess up your STATE.

That situation usually only applies when the parents earn too much to get the American Opportunity Credit for education so they allow the child to get it. The student checks the box on the federal return saying someone can claim them and then checks the box saying that no one will claim them.    To claim the student on the California return: Go to the "State Interview" page.  That page says "Your 2024 taxes are ready for us to check".  There is then a "General Info" area with an edit button.  After a couple of screens, that one gets you to the "Do you have a dependent you didn't claim on your federal return" page. 

The Free edition of TurboTax is for Simple Form 1040 returns only ( no schedules except for Earned Income Tax Credit, Child Tax Credit, and Student Loan Interest). Refer to the TurboTax Start For Free link.  

@fanfare I believe that the issue stems from the same - three years later, and TurboTax is still having issues connecting and uploading documents from Robinhood Hence - just as the post author states - it prompted me to manually enter summary of my sales, and is making me file the details by mail.   

The UTMA account for your granddaughter should be in her name because she is the owner and if her investment income exceeds $1,300, it needs to be reported on her return.    For additional information, please review the TurboTax articles Tax Filing Requirements for Children    I'm not clear what you are trying to do.  Are you filing a return for your granddaughter? Are you filing your return.  Please provide more information so we may help you.