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New Member
posted Jun 6, 2019 8:56:16 AM

I am retired but my company pays my retirement per a 1099-Misc. How do I avoid looking like I am still employed?

I was an independent contractor for an insurance company and I have been retired for 15 years.  My retirement income is part of my contract but is given me as "miscellaneous income".  In the past, I have been able to go into forms and change something to show that this income is NOT related to any business.  It is RETIREMENT INCOME.  I am using Turbo Tax Premier as I do rent out a time-share every year.  Is this the wrong product for me?  I saw that conclusion in looking through the community search.

Every year this is an issue for me.  I should have printed out the form that I had corrected to show that this is NOT income from any job . . . it is retirement income.

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1 Best answer
Level 15
Jun 6, 2019 8:56:22 AM

Enter it this way:

Federal Taxes > Wages & Income > Other Common Income > Income from Form1099-MISC > Update 

Edit > Continue (if all your information is there and the income is in box 3)

Type description, if necessary

Continue > Check None apply

No it did not involve work

Select got it in 2017 

No it didn't involve an intent to earn money

Finish


7 Replies
New Member
Jun 6, 2019 8:56:18 AM

Which box on the 1099-MISC shows the amount paid?

New Member
Jun 6, 2019 8:56:19 AM

Sorry, I should have mentioned that it is Box 3 (Other Income)

New Member
Jun 6, 2019 8:56:21 AM

No worries.  The instructions listed in the answer below by TomD8 will help in resolving this issue.

Level 15
Jun 6, 2019 8:56:22 AM

Enter it this way:

Federal Taxes > Wages & Income > Other Common Income > Income from Form1099-MISC > Update 

Edit > Continue (if all your information is there and the income is in box 3)

Type description, if necessary

Continue > Check None apply

No it did not involve work

Select got it in 2017 

No it didn't involve an intent to earn money

Finish


Level 15
Jun 6, 2019 8:56:24 AM

Select got it in 2017. Do NOT select that you intent to get it in 2018.   Lying to TurboTax to get it to do what you want does not constitute lying to the IRS

New Member
Jun 6, 2019 8:56:26 AM

I thought that was the way I did it but I started over and my taxes went from $6000 (rounded) to $400 (rounded) which is more like I am used to.  Thank you so much.

Level 15
Jun 6, 2019 8:56:27 AM