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New Member
posted Mar 29, 2021 10:39:37 AM

How do I record the $10,200 properly ?

Hey, question about the 1099-G and the allotment for withholding $10,200 if I have an AGI of less than $150,000 a year. I do, and in the process of uploading the information from my 1099-G I see that the $10,200 was not deducted. How do I go about this ?

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3 Replies
Expert Alumni
Mar 29, 2021 11:01:47 AM

 

As soon as the IRS issues final instructions on how to report newly-exempt 2020 unemployment payments, TurboTax will make the necessary updates to its programs. Until those changes are made, you have two options:

 

1. File now and...there is no need to file an amended return (Form 1040-X) to figure the amount of unemployment compensation to exclude. The IRS will refigure your taxes using the excluded unemployment compensation amount and adjust your account accordingly. The IRS will send any refund amount directly to you.

2. File after IRS instructions are released and the programs have been updated.

 

From How will the third stimulus impact me?:

 

"We’re working hard to keep TurboTax up to date with the latest tax changes based on instructions we receive from the IRS. Check back soon to add your unemployment income and file your return."

 

Returning Member
Mar 30, 2021 8:05:14 AM

Hello I filed with Turbo Tax and received my refund  before the the $10,200 came in affect with my  unemployment.  How will I know if I qualify for an amendment?

Level 15
Mar 30, 2021 8:09:19 AM

the IRS has asked everyone to 'sit tight' and they will send out refunds where appropriate. 

 

DO NOT AMEND