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AmyC
Expert Alumni

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

See How do I preview my TurboTax Online return before filing? You are correct the retirement housing allowance is not subject to SE. However, current income, like weddings and funerals, would be subject to the SE. 

 

@jwboyesjr732

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d_reb
Returning Member

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

This is the first year that I'm filing as a retired Minister of the Gospel. I've followed your instructions based on my 1099-R box 2b being checked. Is there anywhere in TurboTax or any situation that I will need to enter or show receipts for the housing expenses I'm claiming? I have the receipts, I'm just not sure if I need them or not.

Thanks.

DianeW777
Expert Alumni

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

Yes, you need to keep your receipts for the housing expenses.  The IRS allows a housing allowance to retired ministers to the extent the recipient can justify the amount. Should you receive more than you can justify, the excess should be considered taxable.

 

You do not have to make any entry if you paid in expenses for your housing more than you received from the church as a housing allowance.

  • Actual housing expenses (including mortgage payments, utilities, property taxes, insurance, furnishings, repairs and improvements); or. The fair rental value of the home (furnished, including utilities).

If you believe you received more in housing allowance than you can show in expenses you can report the excess using the steps below.

  1. Open your Federal return and choose Wages and Income
  2. Scroll down to Less Common Income and Show more
  3. Choose Miscellaneous Income, 1099-A, 1099-C
  4. Scroll to choose Other reportable income, and Start/Revisit
  5. Select Yes and you will be prompted to enter Description and amount. Enter the description "Retired Minister Excess Housing Allowance," and enter the amount.   

@d_reb 

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jag22moi
New Member

How do I enter minister's housing allowance, as a retired minister, when I do not receive a w-2 form?

Thanks. I like this answer better than the one given by TurboTax

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