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where do I report retired clergy housing allowance?

where do I report retired clergy housing allowance?
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MelindaS1
Employee Tax Expert

where do I report retired clergy housing allowance?

From the help article, 'How do I enter a parsonage or housing allowance on a 1099-R?'

 

TurboTax Online/Mobile: Go to the 1099-R screen under Wages & Income

 

TurboTax Desktop:

  1. Go to Federal Taxes
  2. Go to Wages & Income
  3. If asked, How do you want to enter your income?, select I'll choose what I work on.
  4. Under Retirement Plans and Social Security, select Start or Update next to 1099-R, IRAs, 401(k), early withdrawals.

How you account for the exclusion depends on whether box 2b (taxable amount not determined) is checked.

The article contains further instructions per your box 2b status.

 

You may need to reach out to your pension or church retirement coordinator if you have not yet received your tax form(s).

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