topic How do I enter the 1099-MISC from the state of California for my spouse and me? in Self employed

How do I enter the 1099-MISC from the state of California for my spouse and me?

estes3 — Mon, 23 Feb 2026 10:00:01 GMT

I believe that it's for the 2022 California Middle Class Tax Refund

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

VolvoGirl — Fri, 27 Jan 2023 18:48:44 GMT

Enter the CA Middle Class Tax Rebate on a 1099Misc and put the amount in box 3. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

ONLINE
Go to Federal > Wages & Income, you might need to continue though the general screens.
When you come to the Wages - Your Income screen click on Add Income or
scroll down to Other Common Income, then 1099Misc.
Put the amount in box 3 and follow the prompts.

The next screen says…..
Do any of the uncommon situations apply? In my Desktop program the 3rd item listed is California Middle Class Tax Refund.

When you click on that then at the bottom it will say....The California Middle Class Tax Refund (MCTR) will not be taxable on your California or federal returns. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

estes3 — Fri, 27 Jan 2023 19:39:49 GMT

But how do you select the both of you?

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

VolvoGirl — Fri, 27 Jan 2023 19:44:25 GMT

That doesn't matter. Just pick the person listed first or whose ssn is on the form.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

gkolesni — Fri, 27 Jan 2023 22:29:04 GMT

I have tried to reenter the 1099-MISC multiple times but keeps getting rejected. I dont know why this keeps doing this? Is anyone else having this issue? Does it need to be entered on my taxes if its not taxed?

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

sadie1321 — Fri, 27 Jan 2023 23:25:24 GMT

I am having this same issue.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

a50svespa — Sat, 28 Jan 2023 02:07:05 GMT

My returns keep getting rejected because of this item. Anyone know why?

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

Slow Reader — Sat, 28 Jan 2023 02:33:36 GMT

I have the same issue, rejected 4 times.

Most likely this will be fixed in next Thursday's weekly TT update.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

suehenner2801 — Sat, 28 Jan 2023 23:19:07 GMT

Yes, mine were both rejected also. It says there is a message in Turbo Tax on the state rejection but the message is blank. Also says Turbo Tax will have an update on January 30. Hopefully that will address the issue.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

suehenner2801 — Sun, 29 Jan 2023 00:21:35 GMT

Update: I read a response from someone who said that he deleted the 1099 Misc information from his federal return and made sure it was not on the state return. He then saved the return and exited Turbo Tax. Came back in and went to the federal claim under wages and re-entered the 1099Misc info. Did the check and found no errors and so refiled both fed and state return and they both got accepted. So I followed those instructions and my returns have now been accepted. Seemed to have resolved the issue!

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

TaxKing00 — Mon, 30 Jan 2023 18:37:56 GMT

It is my understanding that the MCTRC is taxable to the fed's and not the state.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

suehenner2801 — Mon, 30 Jan 2023 21:19:57 GMT

Not true. when you file your taxes on TurboTax, it tells you that it is not taxable by either the state or feds. they zero out the amount.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

TaxKing00 — Mon, 30 Jan 2023 22:10:22 GMT

suehenner2801, when you say not true...are you a tax professional saying this, or are you just using tubro tax and that is what turbo tax is doing. As of today, I still do not see any announcements from the IRS saying it is not taxable federal.

Do you have "proof" it is not taxable?

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

suehenner2801 — Mon, 30 Jan 2023 22:29:04 GMT

No, I am not a tax professional. However, in addition to Turbo Tax doing the calculations saying it is not, I have several friends who have contacted their tax professionals and these professionals say it is not taxable by either state or feds. IRS treats it the same as they do a welfare payment. It will show up on IRS Schedule 1 showing that it has been deducted as income.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

Cespinoza64 — Tue, 31 Jan 2023 04:06:06 GMT

It states that you’re only getting a 1099 if your check was $600 or more mine was $350 but when doing my taxes it wants information from the 1099 how do I enter that $350

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

sadie1321 — Tue, 31 Jan 2023 04:09:19 GMT

Thank you for this information. It worked for me, too. Federal and state finally accepted!

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

DaraLO — Tue, 31 Jan 2023 17:45:26 GMT

A recent update fixed the issue with filing the 1099-MISC for the CA Middle Class Tax refund. If you continue to experience issues, please post here and let us know.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

jroman198915 — Mon, 06 Feb 2023 21:38:21 GMT

Is there still no solution for the MCTR submission? I still have no re filed because it gets denied

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

VolvoGirl — Mon, 06 Feb 2023 22:28:53 GMT

You might need to delete and re-enter the form 1099-Misc for the MCTR.

Go back to the "Wages and Income" section.
"Edit" the 1099-Misc
"Delete" the form entry
Click "Done"
On the summary page scroll down to "Other Common Income"
"Revisit" the 1099-Misc topic
Re-enter the form information
You will arrive at a page titled "Does one of these uncommon situations apply?"
Click the button "This was a California Middle Class Tax Refund (MCTR)

When you click on that then at the bottom Turbo Tax will say....The California Middle Class Tax Refund (MCTR) will not be taxable on your California or federal returns. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

Re: How do I enter the 1099-MISC from the state of California for my spouse and me?

DLWeber67 — Tue, 07 Feb 2023 00:43:30 GMT

The issue I am seeing is prior to transmission of the federal return. It says the amount is not valid even though is exactly from the 1099 that the State sent out.