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New Member
posted Jun 7, 2019 2:59:24 PM

I have a W2 and a 1099 MISC. How do I enter both?

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1 Best answer
New Member
Jun 7, 2019 2:59:28 PM

Where Do I enter My W-2 (or any other) Form?

While following the TurboTax interviews, our questions will lead you to most every form you might need to enter for your taxes. For example, your W-2 form is one of the first forms you’ll have a chance to enter (or import).

However, if you have a form you wish to enter directly into TurboTax, there are several easy ways to go directly to the area for that form. Lets use your W-2 form as an example:

Form 1099-MISC

Most people get a Form 1099-MISC in the mail when they do contract or freelance work and make over $600. The 1099-MISC also reports miscellaneous income that you might get from other things, like prize or award money, rent payments, and more.

As its name implies, this form is used to report miscellaneous income – that is, income that doesn't "belong" on a different form, like employee wages on a W-2 or interest earnings on a 1099-INT. Form 1099-MISC is often used to report income for work you performed outside of employment, or as the IRS calls it, self-employment income.

Although form 1099-MISC can be used for any kind of miscellaneous income, it is typically used to report these types of income:

  • Payments of $600 or more for services performed by persons not treated as an employee (a non-employee, independent contractor, freelancer, or the self-employed).
  • Prizes or awards ($600 or more)
  • Rent payments
  • Royalty payments ($10 or more)
  • State and federal tax withheld for any of the activities reportable on the form.
  • Substitute dividend and tax-exempt interest reportable by brokers ($10 or more).
  • Payments to a physician, physicians' corporation or other supplier of health and medical services, issued mainly by medical assistance programs or health and accident insurance plans ($600 or more).
  • Payments to fishing boat crew members coming from sale of catch.
  • Crop insurance proceeds.

Note: It's important to remember that you still need to report all of your income even if you did not receive a 1099-MISC.

EXPANDO: Entering 1099-MISC Income into TurboTax

In TurboTax Deluxe, Premier, or Home and Business, jump directly to the Form 1099-MISC entry screen:

  1. Enter 1099-misc in the TurboTax search box (with or without the dash) and press the Enter key.
  2. You'll jump to the Did you get a 1099-MISC? screen, click Yes.
  3. On the Let's enter the info from your 1099-MISC screen, copy the information from your form into TurboTax.
  4. Then click Continue and finish by describing your income in the following interview screens.

Remember, all income should be included on your tax return. When you get a form, such as Form 1099-MISC, the IRS also gets a copy to match with your tax return.

EXPANDO: 1099-MISC Expenses on Schedule C

Depending on your miscellaneous income and any related expenses, you may need to upgrade to a TurboTax edition with the Schedule C form and coaching you need.

TurboTax Deluxe and Premier editions support 1099-MISC income with limited expenses:

  • Standard vehicle mileage,
  • Phone expenses, and
  • Miscellaneous expenses up to $100.

TurboTax Home and Business edition supports additional expenses beyond those listed, and is designed for small businesses including sole proprietors, consultants, and the self-employed using a Schedule C with both income and expenses.




16 Replies
Returning Member
Jun 7, 2019 2:59:25 PM

I have home and Business turbo tax - The instruction - jump to 1099-mis produces no link to jump to 1099- can you help?

Level 15
Jun 7, 2019 2:59:27 PM

@amistry08 - you are tagging onto an outdated 4 year old question.  Please ask a NEW question  of your own for current information.

New Member
Jun 7, 2019 2:59:28 PM

Where Do I enter My W-2 (or any other) Form?

While following the TurboTax interviews, our questions will lead you to most every form you might need to enter for your taxes. For example, your W-2 form is one of the first forms you’ll have a chance to enter (or import).

However, if you have a form you wish to enter directly into TurboTax, there are several easy ways to go directly to the area for that form. Lets use your W-2 form as an example:

Form 1099-MISC

Most people get a Form 1099-MISC in the mail when they do contract or freelance work and make over $600. The 1099-MISC also reports miscellaneous income that you might get from other things, like prize or award money, rent payments, and more.

As its name implies, this form is used to report miscellaneous income – that is, income that doesn't "belong" on a different form, like employee wages on a W-2 or interest earnings on a 1099-INT. Form 1099-MISC is often used to report income for work you performed outside of employment, or as the IRS calls it, self-employment income.

Although form 1099-MISC can be used for any kind of miscellaneous income, it is typically used to report these types of income:

  • Payments of $600 or more for services performed by persons not treated as an employee (a non-employee, independent contractor, freelancer, or the self-employed).
  • Prizes or awards ($600 or more)
  • Rent payments
  • Royalty payments ($10 or more)
  • State and federal tax withheld for any of the activities reportable on the form.
  • Substitute dividend and tax-exempt interest reportable by brokers ($10 or more).
  • Payments to a physician, physicians' corporation or other supplier of health and medical services, issued mainly by medical assistance programs or health and accident insurance plans ($600 or more).
  • Payments to fishing boat crew members coming from sale of catch.
  • Crop insurance proceeds.

Note: It's important to remember that you still need to report all of your income even if you did not receive a 1099-MISC.

EXPANDO: Entering 1099-MISC Income into TurboTax

In TurboTax Deluxe, Premier, or Home and Business, jump directly to the Form 1099-MISC entry screen:

  1. Enter 1099-misc in the TurboTax search box (with or without the dash) and press the Enter key.
  2. You'll jump to the Did you get a 1099-MISC? screen, click Yes.
  3. On the Let's enter the info from your 1099-MISC screen, copy the information from your form into TurboTax.
  4. Then click Continue and finish by describing your income in the following interview screens.

Remember, all income should be included on your tax return. When you get a form, such as Form 1099-MISC, the IRS also gets a copy to match with your tax return.

EXPANDO: 1099-MISC Expenses on Schedule C

Depending on your miscellaneous income and any related expenses, you may need to upgrade to a TurboTax edition with the Schedule C form and coaching you need.

TurboTax Deluxe and Premier editions support 1099-MISC income with limited expenses:

  • Standard vehicle mileage,
  • Phone expenses, and
  • Miscellaneous expenses up to $100.

TurboTax Home and Business edition supports additional expenses beyond those listed, and is designed for small businesses including sole proprietors, consultants, and the self-employed using a Schedule C with both income and expenses.




New Member
Jun 7, 2019 2:59:30 PM

I have both a W2 and a 1099-Misc from the same company.  But I can't put the W2 under business I lose the benefit of the home office. How Do I include it under my business?

Level 1
Oct 10, 2019 8:33:52 AM

I have the same question.

New Member
Jul 12, 2020 2:18:50 PM

Also have that question.  Did you guys figure it out?  Can we only use one or the other?  I am confused, thanks

Level 15
Jul 12, 2020 2:22:08 PM

You have to enter all your income on the same tax return.  Both W2 and 1099 income.  You can enter W2 into all versions.

 

 1099Misc is usually for self employment income.  You can enter Self Employment Income into Online Deluxe or Premier but if you have any expenses you will have to upgrade to the Self Employed version.

 

How to enter income from Self Employment

https://ttlc.intuit.com/community/self-employed/help/how-do-i-report-income-from-self-employment/00/26653

 

New Member
Jul 12, 2020 2:25:19 PM

Found it in the "personal" section 🙂

New Member
Apr 1, 2022 1:34:06 PM

Is schedule C part of Tubo Tax Home and Business

Level 15
Apr 1, 2022 1:37:30 PM


@wmgadsden1 wrote:

Is schedule C part of Tubo Tax Home and Business


Yes, Schedule C is included in the TurboTax Home & Business edition.

 

Go to this TurboTax website for a list of all the Form and Schedules included in the CD/Download editions - https://turbotax.intuit.com/personal-taxes/irs-forms/

Level 15
Apr 1, 2022 1:44:53 PM

In Home & Business Desktop program schedule C is under the Business tab at the top.  I have H&B for Windows.  I can make you screen shots.  Like this one.  Go to the Business Tab, continue a screen or two and pick I'll Choose what I work on.  

 

New Member
Aug 5, 2022 11:24:22 AM

i need to enter taxes for year 2020

New Member
Aug 5, 2022 11:25:17 AM

am filling jointly

New Member
Aug 5, 2022 11:26:12 AM

i have w2 and my ssi filling jointly

Level 15
Aug 5, 2022 11:27:22 AM

For how to  prepare prior year returns, see:

https://turbotax.intuit.com/personal-taxes/past-years-products/

Level 15
Aug 5, 2022 2:18:45 PM

@gonzalez296 You cannot use the online program for a 2020 return.   Online is only for 2021 returns.

 

 

Online preparation and e-filing for 2018 and 2019 and 2020 is permanently closed.

 

To file a return for a prior tax year

 If you need to prepare a return for 2018, 2019 or 2020 you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)   A 2020 return cannot be e-filed.

 

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

 

Remember to prepare your state return as well—if you live in a state that has a state income tax.

 

https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/00/25573 

 

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

 

Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.