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I cannot get my clergy housing allowance to calculate correctly

 
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2 Replies

I cannot get my clergy housing allowance to calculate correctly

You aren't specific about your problem, but there is a bug in clergy SE taxes that affects some customers.  This bug has been reported, but for now, there is no clear fix.

What seems to be happening is that the choice to pay SE tax on "both" housing and wages does not "Stick" and reverts to one of the other choices.

That means you aren't paying enough self employment tax.  This is hard to diagnose in turbotax online since the worksheets are hidden, but you can go to My Account / Tools/ Tax Summary / Preview my 1040, and look at line 57 (SE tax).  It should be roughly 15% of the combined total of your wages and housing allowance.  Yours may only show 15% of wages.

Some customers have reported fixing the problem by deleting the W-2 and entering it again.  Also, make sure you enter the housing allowance on the screen that asks for housing allowance and housing expenses (in the W-2 interview after checking the box for "special circumstances.")  Even if the housing allowance is in box 14 of the W-2, it needs to be entered again on the later screen.

The only other solution for now is to change to using turbotax desktop version installed on your own computer from a CD or download, since the problem seems to only happen in Turbotax online. The desktop version also gives you any time access to all the worksheets so you can verify the calculations before filing.  You can transfer your partially completed tax file from your online account to your computer so you don't have to start over from scratch.

I cannot get my clergy housing allowance to calculate correctly

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