clergy housing allowance 1099 R

Forum|Forum|4 months ago
February 24, 2026
1 reply
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I entered a 1099R which is clergy housing allowance and where box 2B is checked as "taxable amount is not determined", and no amount is given in 2a for the taxable amount. I completed the entry per the new turbotax instructions on entering clergy housing allowance when box 2b is checked. However, when done this way, there is nowhere in turbotax that I can see to identify this entry as clergy housing allowance. Turbotax does not ask what this distribution is for or why it is not taxable. The IRS will surely want this to be identified as a valid nontaxable distribution. Any ideas?

ThomasM125

Level 15

Since box 2(b) is checked, meaning the pension administrator has not determined the taxability of the distribution, it is up to you to make that determination. There is no requirement that you document the reason for that determination on your tax return, so entering the taxable amount in box 2(a) is allowed without further entries. You just need to keep supporting documentation in your files in case of an audit.

You can review this TurboTax article to learn more.

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