Reporting Miscellaneous Income Without Form 1099-MISC?

[kevin-mcclung]

Last year I got a check in the mail as a healthy living incentive associated with my health insurance, and the accompanying letter said that it was taxable. However, I was never mailed a Form 1099-MISC for this. How do I report this with Turbotax? I attempted to start a Form 1099-MISC and the first question was "Did you get a 1099-MISC?" and the answer of course is that I did not. If I answer no, it asks me no more questions and returns me to the previous page. If I answer yes, I leave the payer's id number blank and type in $0.01 as "other income" (it won't let me continue if I type in $0.00). Only then does the system prompt me to enter in the amount I received as a personal check that wasn't on a tax form, which I do. Going back to the main page, that amount now shows up under "other self-employed income" even though I did not earn any income through self-employment and I did not intend to report it that way.

Would it be better to have entered the actual amount I received on the Form 1099-MISC as if I had actually received such a form?

[JohnW152 · Accepted solution]

No, the better way to enter your healthy living incentive in TurboTax Online would be to:

1. Select Tax Home in the left pane
2. On the Hi, let's keep working on your taxes! screen, select the dropdown to the right of Income & Expenses
3. Select Start, Pick up where you left off or Review/Edit, as appropriate
4. Scroll down and select the dropdown to the right of Less Common Income
5. Select  Start or Revisit to the right of Miscellaneous Income, 1099-A, 1099-C
6. On the  Let's Work on Any Miscellaneous Income page, select Start to the right of Other reportable income
7. On the  Any Other Taxable Income? screen, select Yes
8. On the  Other Taxable Income screen enter the description Healthy Living Incentive, then the amount of the incentive.  Select Continue
9. On the  Other Miscellaneous Income Summary screen, select Done

[kevin-mcclung]

Thank you! That was surprisingly straightforward.

[TomL51]

Your "work around" on entering 1099-MISC income without an EIN# was a huge help!

I was stuck and unable to move forward with TurboTax until I found your solution

Thank you!

[sheila_0622]

How was this a work around? I'm still getting asked for payers EIN when I enter as Other Income.

[DawnC]

You need to be in  Other Self-Employment Income.   You are trying to enter it in Other Common Income, which requires an EIN.   You have to go to Schedule C - Self-Employment Income, and from there go to Self-Employment Other Income.    The section you are in is not for self-employment income; it is for 1099 common income.   @sheila_0622 

[sheila_0622]

Yes I am. Schedule C Self Employment Other Income!!! 

[DianeW777]

Do not try to enter the 1099-MISC. If you did try to enter one you should delete it.  Once you have it deleted follow the steps provided by @DawnC above and printed here for you:

1. Open your TurboTax Online/Mobile or TurboTax Desktop return:
2. Search (upper right)  > type Schedule C > click the Jump to... link > Edit or Start business entry
3. For Income select > Self-Employment Other Income.   

You'll need to delete this Form 1099-MISC--------------------. 

• If you're using TurboTax Online software and need to delete a form, click here.
• If you're using TurboTax Desktop software and need to delete a form, click here.

   @sheila_0622 

[sheila_0622]

I deleted it and started over. It still NEEDS REVIEW at the end but I was told I can ignore the review and leave the EIN blank. Thank you and @DawnC