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February 17, 2025
Question

Can you claim healthcare workers bonus employer said I received but I did not

  • February 17, 2025
  • 1 reply
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    1 reply

    February 17, 2025

    If you did not actually receive the bonus, then no, you should not claim it as income.  However, if they reported it on a 1099 then you will need to add it and then make a correction to the income to remove it.  Be 100% sure that you did not receive this before you remove this from taxable income. 

     

    To enter the 1099  as non-self-employment income take the following steps:

    • Income
    • 1099-MIsc under Other Common Income
    • Enter the information from the 1099-MIsc
    • Continue through and say the work does NOT involve work that is like your main job
    • Select the years you received it
    • Say no, to did this involve an intent to earn money

    Then you will take the following steps to remove the income:

    • Income
    • Less Common Income
    • Miscellaneous Income
    • Other Reportable Income
    • Answer Yes to Any Other Taxable Income
    • Enter the description such as 1099-Misc received for bonus that was not received or paid
    • Enter the amount on the 1099-Misc as a negative number. 

    If it was reported on your W-2, then you will need to ask for a corrected W-2 from your employer.  If they actually did pay it, then they would have documentation of that.  If they did not pay it and refuse to make a correction, you can  file form 4582 as a substitute W-2 by following the instructions in the link. 

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