short form for what? 1040 or sch C or sch SE? Have you entered all your schedule C expenses?
I am clergy and have wages over 108.28 as a church employee which makes me have to use the long schedule se, but turbo is trying to file me as a short schedule se.
No 35k. I'm referring to the schedule se flowsheet which states an w2 income over 108.28 received as a church employee must use long schedule se
Hi, after you entered your W2 for this clergy work, did you check the box 'Religious Employment' on the screen Do you have any of these uncommon situation that apply to this W2? And answered the questions for clergy that follow?
"Church employee with wages over $108" would apply to non-clergy employees whose church does not withhold social security tax (teachers, custodian, secretary etc for some denominations that have a religious exemption to withholding.
That characterization does not apply to you. "Clergy" is a separate characterization, and you may only need the short form.
If you are a W-2 employee, enter your housing allowance or value of the parsonage after checking the box for "religious employment" on the page for special circumstances. If you are self-employed only, use labor code 813000 and enter the value of your housing allowance or parsonage when asked.
Be aware there is a bug in the calculation of SE tax for some clergy using a W-2. The choice to pay SE tax on wages + housing does not stick and the program reverts to wages only, causing an under-calculation of the tax. Some people have reported fixing the bug by deleting the W-2 and starting over. Or, you can switch to the download version installed on your own computer which does not have the bug.
You may see only the short SE schedule however TurboTax will incorporate the self employment tax on your clergy W2 and housing allowance. Use the information below to enter your clergy W2 and/or self employment as well as your housing allowance.
If you are paid through a W2, the housing allowance can be entered by using the steps below. Housing allowance should not be included in the box 1, gross wage amount.
If you are using the self employment business section or you were paid on a Form 1099-MISC, you should be sure to use the appropriate business code to enter the housing allowance amount.
For the principal business code, use 813000 (religious organization). After you enter that business code you will get a screen about clergy income. Select "I Need to Pay Self-Employment Tax on This Income." The next screen will ask you to enter the amount of your housing allowance.
You can go directly to the area to begin to enter your income and expense for your pastoral self employment.
The wages, housing allowance and any self employment income are used for SE calculations as follows:
To review your Form 1040 for the self employment tax you can use the following steps:
To use this tool while you are signed into your TurboTax account (online) follow the steps here.
To use this tool while you are signed into your TurboTax account (desktop).