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Level 1
March 10, 2026
Question

hi, I want to enter my 1099-misc from jp Morgan bank but it keep taking me to the page if this is for the wildfire relief program, when click no, it say I am self employ

  • March 10, 2026
  • 1 reply
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what can I do to upload this 1099-misc. this is from a referral bonus

1 reply

LindaS5247
Level 14
March 10, 2026

If you are unable to upload your Form 1099-MISC from your bank, you can enter it manually using the instructions listed below.

 

Income reported on Form 1099-MISC is generally considered self-employment income if it represents payment for services provided as an independent contractor or freelancer.  It is usually reported in Box 3. It requires filing a Schedule C with your income tax return and paying self-employment tax. TurboTax will guide you through the process of entering your miscellaneous income. 

 

Income reported on Form 1099-MISC is not considered self-employment income when it represents passive income. Such as; prizes, awards, or legal settlements rather than payment for your services rendered. This income is reported on Schedule 1 (Form 1040) as "Other Income" rather than Schedule C. It is likely that your referral bonus falls into this category.

 

To manually enter your Form1099-MISC:

 

  1. Click on "Search" at the top right of your TurboTax screen.
  2. Type "Form 1099-MISC" in the search box.
  3. Click on the link "Jump to Form 1099-MISC"
  4. Your screen will say, "Did you get a 1099-MISC?" Click on Yes
  5. Your screen will say, "Let's enter the income from your 1099-MISC"
  6. Enter your details as shown on your form.  Enter it under Other Income if it is not Rents or Royalties and Continue
  7. Your screen will say "Describe the reason for this 1099-MISC" enter a brief description such as Referral Bonus and Continue
  8. Your screen will say," Do one of these uncommon situations apply?" Review this list and if none apply, check None of these apply. And Continue
  9. Your screen will say, "Did the XXX involve work that's like YOUR NAME main job?" Answer No if this was a one-time referral bonus and not related to your main  job. 
  10. Your screen will say, "How  often did YOUR NAME get income for XXXXX? Answer and Continue
  11. Your next screen will say, "Did the RXXX involve an intent to make money?" If No, your entry is complete. It is likely your referral bonus will fall into this category. If Yes, your income will be entered on Form Schedule C as Self-Employed Income.
  12. Continue through your TurboTax screens and answer all follow-up questions regarding your income.

 

Click here for information on Form 1099-MISC. 

 

Click here for "Where Do I Enter Form 1099-MISC?" 

 

Please feel free to come back to TurboTax Community with additional information or questions.

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