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February 20, 2020
Question

My Christmas bonus was reported on a 1099-MISC. Do I need to file an SS-8? Need to amend filing?

  • February 20, 2020
  • 1 reply
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So the CPA that prepares the tax forms for the company I work for informed me that my Christmas bonus was put on a 1099-misc. He did this because our office manager didn't tell him about the bonus until after he had prepared my w-2. I have already filed with turbotax and it auto prepared an 8919. It put the reason as I had filed an ss-8 but had not yet gotten a reply. In reality it should have just been that it should have been on my w-2. 

I work for a small business. We are down to 2 employees now. Many of the questions on the ss-8 are difficult to answer for the way our business works.  So since I paid the taxes on it and I know I'm an employee and so does the company do I really need to fill out the ss-8. Do I need to amend my filing to change to the 8919 to say it should have been on my w-2? Or should I just leave well enough alone?

1 reply

February 21, 2020

I would not amend your return at this time.  I would wait to see what happens with the Form 8919 you have already filed.

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