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otte623
New Member

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

 
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8 Replies

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

If he has a W-2 with boxes 3-6 blank, you don't need the SE version (unless he has cash side income to report such as from weddings and funerals -- in that case he is acting as an independent contractor for those wages.)

If he has a  1099-MISC or only receives a housing allowance with no income taxable wages or W-2, then you need to use the self-employed version to get the SE taxes on the housing allowance calculated correctly.

otte623
New Member

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

So how do I switch versions? and keep all my entered information?

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

I don't think you can.  You can clear and start over but that means clear and start over.  Turbotax's view is that once you have upgraded, you are experiencing the benefits of the higher version, and so must pay.  (Even if the only "benefit" is finding out you don't need it.)
otte623
New Member

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

It has this carryover dollar amount from form 465 I think.  I can't get rid of that

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

If you have a carry over loss from a previous year then I think you need self employed this year even if you are not in business this year.  But I need to ask someone else to confirm.
@bwa  or @Hal_Al  or @TaxGuyBill ??

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

It seems like it may be a "§465(d)" carryover, which likely means you checked a wrong box LAST YEAR.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3358518-why-is-the-section-465-d-carryover-on-my-2016-taxes-i-want...>

As for how to get rid of it, I don't know.  If you wrongly checked the 'not at risk' box last year, you could amend last year to use that amount, then when you transfer, it shouldn't transfer that.
otte623
New Member

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

how do i amend last year?

Turbo tax recommended the self-employeed form but I don't think it's correct after filling it out. My husband is clergy and doesn't own his own business.

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