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Why Does TurboTax Generate the Short Schedule SE for Clergy Members?

To ensure TurboTax generates the Long Schedule SE, make sure you have completed the entire Form W-2 interview for clergy income. A common situation occurs when you select the option Pay self-employment tax on wages and housing allowance but do not enter an amount for your housing allowance. You can go back and enter this information correctly:

Here's how to get to the W-2 screens in the TurboTax Online:

  1. Select the Tools button in the upper right-hand portion of the screen. 
  2. Select Topic Search. 
  3. When the window opens, type "w2" into the box, select the item that best describes the 1099-R that you received, and then select GO. 
  4. Follow the on-screen instructions to enter the information from your W-2.
     

Here's how to get to the W-2 screens in the TurboTax desktop or CD/download version:

  1. Enter your cursor into the search box in the upper right-hand portion of the screen. 
  2. Type "w2" into the box, click on the item that best describes the W-2 that you received. 
  3. Follow the on-screen instructions to enter the information from your W-2.

Next, follow the interview instructions to the Form W-2 Summary screen, select the W-2 where you received your clergy income from and click Edit.

  1. Continue through the interview to the question Identify W-2 Situations.
  2. Ensure you check the box for income earned for religious employment and click Continue.
  3. Follow the on-screen instructions and enter your housing allowance when prompted.
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