You'll need to sign in or create an account to connect with an expert.
If filing a joint return then enter the 1099-Misc for the CA Middle Class Tax Refund once and select either you or your spouse it doesn't matter.
If you file separately then each of you will enter a form 1099-Misc and put half of the amount on each return.
This MCTR amount is not being counted as taxable income so there has been an update for this MCTR form entry. You will need to delete and re-enter the form 1099-Misc for the MCTR.
This will automatically exclude this amount from federal income. On the federal tax return, the MCTR payment will reflect as a positive amount, as well as a separate negative amount.
Both the positive and negative amounts will show on line 8z on the Schedule 1. You can see these entries in the forms view for desktop versions or in the online versions by following these steps:
The income will no longer be in the Federal Adjusted Gross Income amount and therefore will not transfer to the CA tax return either.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
tnardine
Returning Member
glerbnik84
Level 3
Raph
Community Manager
Raph
Community Manager
Raph
Community Manager
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.