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How do I enter the 1099-MISC from the state of California for my spouse and me?

Forum|Forum|3 years ago
January 27, 2023
2 replies
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I believe that it's for the 2022 California Middle Class Tax Refund

TurboTax Deluxe Online

Best answer by VolvoGirl

Enter the CA Middle Class Tax Rebate on a 1099Misc and put the amount in box 3. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

ONLINE
Go to Federal > Wages & Income, you might need to continue though the general screens.
When you come to the Wages - Your Income screen click on Add Income or
scroll down to Other Common Income, then 1099Misc.
Put the amount in box 3 and follow the prompts.

The next screen says…..
Do any of the uncommon situations apply? In my Desktop program the 3rd item listed is California Middle Class Tax Refund.

When you click on that then at the bottom it will say....The California Middle Class Tax Refund (MCTR) will not be taxable on your California or federal returns. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

VolvoGirlAnswer

Enter the CA Middle Class Tax Rebate on a 1099Misc and put the amount in box 3. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

ONLINE
Go to Federal > Wages & Income, you might need to continue though the general screens.
When you come to the Wages - Your Income screen click on Add Income or
scroll down to Other Common Income, then 1099Misc.
Put the amount in box 3 and follow the prompts.

The next screen says…..
Do any of the uncommon situations apply? In my Desktop program the 3rd item listed is California Middle Class Tax Refund.

When you click on that then at the bottom it will say....The California Middle Class Tax Refund (MCTR) will not be taxable on your California or federal returns. It will show up as Other Income on Schedule 1 line 8z and also as a separate negative amount to zero it out.

E

estes3Author

But how do you select the both of you?

VolvoGirl

That doesn't matter. Just pick the person listed first or whose ssn is on the form.

S

suehenner2801

Update: I read a response from someone who said that he deleted the 1099 Misc information from his federal return and made sure it was not on the state return. He then saved the return and exited Turbo Tax. Came back in and went to the federal claim under wages and re-entered the 1099Misc info. Did the check and found no errors and so refiled both fed and state return and they both got accepted. So I followed those instructions and my returns have now been accepted. Seemed to have resolved the issue!