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Level 2
posted Apr 5, 2023 12:53:14 PM

received 1099-misc, W-2 and a check from work class action lawsuit-how to put it in Turbo Tax?

I saw the thread about getting additional 1099-misc and W2 as the result of a class action lawsuit.  I also got a check which when I put it into Turbo Tax pop up box (did you get cash, personal check or credit card payments) drastically reduced my return even though I already entered the extra W2 and the 1099-misc.  I'm thinking the check I received is not a "personal" check-but I'm not sure if I report it in this pop-up box-it doesn't feel right.  Stranger still the paperwork that came with the check says that the IRS w2 is for 25% of the payment and the 1099-misc is for the other 75% of the payment.  Crazymaking.  Your help would be much appreciated!

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1 Best answer
Expert Alumni
Apr 5, 2023 1:37:09 PM

You do not need to enter the check into TurboTax because the check is already accounted for on the W-2 and the 1099-MISC that you entered already.  You can delete the amount that you entered in the pop-up box.

4 Replies
Expert Alumni
Apr 5, 2023 1:07:02 PM

Please clarify if the check that you entered in TurboTax was included in the amounts reported on the W-2 and 1099-MISC that you received for the class action lawsuit.

Level 2
Apr 5, 2023 1:15:44 PM

 

The extra W2 is the $316.31

The 1099-misc is $948.93

and the check mailed from the settlement is at the bottom as YTD $1,171.45

[Removed image with bank information/PII]

Expert Alumni
Apr 5, 2023 1:37:09 PM

You do not need to enter the check into TurboTax because the check is already accounted for on the W-2 and the 1099-MISC that you entered already.  You can delete the amount that you entered in the pop-up box.

Level 2
Apr 5, 2023 2:41:04 PM

Thank you so much!!