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Level 2

Solved

1099-R Taxable amount not determined

2 replies
56 views

I am a retired pastor and receive a 1099-R for my pension withdrawals. The 2b box is checked indicating Taxable Amount Undetermined.

The funds I receive from the pension fund are allowed to be treated as housing allowance if supported by actual expenses of operation of a home. When I input the 1099-R information I am not directed to any means to indicate this is housing allowance and not taxable.

Any help would be greatly appreciated.

MinhT1Answer

Alumni - Intuit

Upon retirement, the IRS allows credentialed ministers of all established church denominations to declare a housing allowance on distributions from their retirement accounts. That means the portion of your distributions used for housing expenses is excludable from gross income for income tax purposes.

TurboTax has a Help article to guide you in excluding your housing allowance from your retirement distribution.

Please follow the instructions in this TurboTax Help article.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

MinhT1Answer

Alumni - Intuit

Upon retirement, the IRS allows credentialed ministers of all established church denominations to declare a housing allowance on distributions from their retirement accounts. That means the portion of your distributions used for housing expenses is excludable from gross income for income tax purposes.

TurboTax has a Help article to guide you in excluding your housing allowance from your retirement distribution.

Please follow the instructions in this TurboTax Help article.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 2

Thanks for your help! I got it done and taxes turned in today.