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tm52
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How to enter income from being a Personal Representative?

I received money as my deceased mother's Personal Representative.  I received a 1099-Misc which I entered into TurboTax Deluxe, but it keeps doing a Schedule C and trying to set it up as a self employment business and charging me self employment taxes.  How to I correctly enter this income as just additional income?

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6 Replies

How to enter income from being a Personal Representative?

After you enter the 1099-MISC, the answers to the follow up questions determine if you are required to file a Schedule C- Personal Representatives are not unless you do it professionally.  Edit the 1099-MISC and follow the entries as below:

Does one of these uncommon situations apply?  (None of these apply)

No it did not involve work like my regular job

How often did you get income? ONE YEAR ONLY

Intent to earn money? NO

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tm52
New Member

How to enter income from being a Personal Representative?

Thanks, but it does not ask any of those questions.  Nor could I find them on any of the forms.  Talked to my father-in-law who was a PR several years ago and he says a 1099-MISC should not have been issued and the fees are just included under other income on the 1040.  Googled that and it appears to be correct, if you can believe what your read on the Internet.   🙂

How to enter income from being a Personal Representative?

If you follow the entries above it will be on Line 21 of 1040.  It may help if you delete the 1099-MISC entry and start over.
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tm52
New Member

How to enter income from being a Personal Representative?

Deleted the 1099-MISC and references and entered as Miscellaneous Income under Less Common Income.  That seems to have worked.  

Thanks.

How to enter income from being a Personal Representative?

You are welcome.  You MIGHT also have to delete the Schedule C--if you get the error here is how to delete:  <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3288508">https://ttlc.intuit.com/replies/3288508</a>
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tm52
New Member

How to enter income from being a Personal Representative?

Schedule C went too.  Entry appears on Line 21 of 1040.  So thinking I am now good to go.  Will bookmark the form deletion instructions, just in case.   Thanks again.
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