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New Member
posted Jun 7, 2019 4:51:22 PM

Can I use Turbo Tax Home & Business to prepare a single W2 and two 1099's for my church without it interfacing to my personal return?

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1 Best answer
Level 15
Jun 7, 2019 4:51:26 PM

Yes.  You can do them 2 different ways from the Windows Desktop Home & Business program.  Either Online using Quick Employer Forms (QEF)  -or- directly on your computer with the built in W2/1099 Reporter.

In the Window's Home & Business Desktop program to Prepare W2s or 1099s, click the big blue button to Start a New Return or go up to File-New Tax Return. 

Then on the next screen it asks What would you like to do?

If you get a screen with 2 choices, Check the second circle that says Prepare W-2s and 1099s for my employees or contractors.  Then that will expand and give you a choice to prepare them online or on your computer. 

If you get a screen that says Continue your Tax Return and a box listing your returns then go up to FILE - New Tax Return again and you should get a box to pick the type of return you need to prepare.  Pick US Forms W-2/1099 Reporter


4 Replies
Level 15
Jun 7, 2019 4:51:23 PM

Are you saying that the church needs to prepare a W-2 and two 1099's with the church's name as the Payer?   And are you asking if you can do it for the church in your personal tax software?

I can't help you with that circumstance, but am trying to elicit more info so that someone familiar with preparing those forms can tell you the best approach.  

New Member
Jun 7, 2019 4:51:25 PM

Yes. I am the treasurer for the church and need to issue one W2 and two 1099"s in the simplest way.

Level 15
Jun 7, 2019 4:51:26 PM

Yes.  You can do them 2 different ways from the Windows Desktop Home & Business program.  Either Online using Quick Employer Forms (QEF)  -or- directly on your computer with the built in W2/1099 Reporter.

In the Window's Home & Business Desktop program to Prepare W2s or 1099s, click the big blue button to Start a New Return or go up to File-New Tax Return. 

Then on the next screen it asks What would you like to do?

If you get a screen with 2 choices, Check the second circle that says Prepare W-2s and 1099s for my employees or contractors.  Then that will expand and give you a choice to prepare them online or on your computer. 

If you get a screen that says Continue your Tax Return and a box listing your returns then go up to FILE - New Tax Return again and you should get a box to pick the type of return you need to prepare.  Pick US Forms W-2/1099 Reporter


Alumni
Jun 7, 2019 4:51:30 PM

Yes, the W-2/1099-MISC Reporter function is totally separate from preparing a Form 1040.

You initiate TurboTax H&B, and indicate you wish to start a new return.

Then, Choose the W-2/1099-Misc reporter and not Form 1040