Skip to main content
January 30, 2025
Question

How do I claim an housing allowance from a retirement account as a clergyman?

  • January 30, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    LindaS5247
    January 30, 2025

    You will claim this housing allowance in the 1099-R section of TurboTax.

     

    You can get to that section as follows:
     

    1. If you are using TurboTax Online/Mobile: Go to 1099-R.
    2. If you are using TurboTax Desktop, enter "1099-R" in the Search Box
    3. Select the "Jump to 1099-R" link.

     Click here for more instructions on how to handle reporting box 2 on your form. 

     

    Click here for additional information on taxes and Ministers.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"