topic Re: Clergy Housing Allowance - 1099R - Line2a Error in Retirement tax questions

Clergy Housing Allowance - 1099R - Line2a Error

G-DAD — Wed, 11 Feb 2026 05:58:25 GMT

When following the directions to place the taxable amount (which is 0 on my return) in line 2a of the 1099R, Turbotax returns an error for the line that states:

Form 1099-R (XXXXXXXXXXXX): Taxable amount should not be zero if there is no prior year excess traditional

IRA contribution on line 4 of the IRA Information Worksheet.

And requires a Statement

Form/Line: Form 1040/1040-SR Worksheet 4a (1040/1040-SR)

Explanation of: Return of Prior Year Excess Traditional IA Contributions

I would appreciate someone is able to offer me an explanation or direct me to a solution?

Re: Clergy Housing Allowance - 1099R - Line2a Error

Opus 17 — Sat, 16 Mar 2024 06:15:36 GMT

I think you have made a mistake somewhere. What are the codes in box 7 of your 1099-R, and did you enter those codes correctly? Also, is this an IRA, or a qualified plan from your denomination (such as a pension, a 403b, a 457a, or something similar)? It is important to understand that you can only have a clergy housing allowance if your retirement account or pension is administered by your denomination. If you rollover your funds to a private IRA, you lose the ability to have a tax-free housing allowance.