retired clergy went back to work

[MC125]

hello, 

A retired clergy with 1099R went back to work as a minister in 2023 mid-year so there is a W2 with Housing Allowance. Can income from 1099 R be legitimately deducted from income in this case? MWC

[LeticiaF1]

No, normally 1099-R income cannot be excluded.  One way that some of the distribution might not be taxable is if you made after-tax contributions to an annuity or pension, then only a portion of the distribution will usually be taxed.  Another way is if the 1099-R distribution is from a Roth IRA.  For more information on other 1099-R situations visit the TurboTax help article below:

When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.