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My client's husband, (they filed married joint), has qualified OT on the W2 but in ProConnect there is only place for the Taxpayer's OT (she didn't not have any). How do I enter for the spouse?
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HUH?
(she didn't not have any)?? That means she did have some (double negative),
I am really unclear on what you are looking for. Is your client maybe self employed? Does your client have a w-2?
By the way, your client's husband should also be your client if they are filing jointly.
Answers are easy. Questions are hard!
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Both she and her husband file married filing jointly. They both have W2s and the wife has a 1099. The husband, who is the spouse is this scenario, had Qualified OT but when you go to the Additional Deductions in Schedule 1-A, it only shoes an area for the Taxpayer's amount of Qualified OT, there is no way under the Spouse's column to enter his Qualified OT.
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Is each W2 coded correctly, one for TP and one for SP?
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Generating the Schedule 1-A in ProConnect Tax
How to enter qualified overtime to be included on the Schedule 1-A?
To enter the amount of overtime on a W-2 for the Schedule 1-A line 14a:
- Go to Input Return ⮕ Wages, Salaries, Tips.
- Enter the amount on box 1 per the W-2 received.
- Scroll down to Box 14.
- On the Qualified overtime compensation included on Form W-2, box enter the qualified amount.
To enter the amount of overtime on a 1099-NEC for the Schedule 1-A line 14b:
- Go to Input Return ⮕ Miscellaneous Income.
- Scroll down to the Form 1099-NEC section.
- Enter the amount as Overtime compensation.
To enter the amount of overtime on a 1099-MISC for the Schedule 1-A line 14b:
- Go to Input Return ⮕ Miscellaneous Income.
- Scroll down to the Form 1099-MISC section.
- Enter the amount as Overtime compensation.
Common community discussions about the Overtime Deduction Calculation:
- IRS Guidance on Overtime and Tips for Tax Year 2025. See here.
Answers are easy. Questions are hard!
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Thank you as I know where it goes BUT there is no box for the Spouse it's only under the Taxpayer column
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Both enter the OT on their W-2 input.
He enters the OT that is reported on his 1099-NEC by way of his Schedule C???? Are you looking for how to record OT for a Schedule C.
I am still not completely clear that I understand your quandary.
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I am seeing this exact same issue. Did you happen to find a solution for this?
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Getting back to what @Accountant-Man asked, "Is each W2 coded correctly, one for TP and one for SP?"
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Yes but I just figured out my issue. The reason it wasn’t populating Sch 1 is due to AGI phaseouts for this particular return. I tested it by reducing it below the threshold while also ensuring SS# was entered and it successfully pulled through. Like some others have said, you have to have SS# entered for each. Hope this response helps others going forward.
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Unfortunately no, not yet. The W2s are correctly put in for Taxpayer and Spouse. The Spouse had the OT but only able to see an entry area under Taxpayer. I put it there for now
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@JulieJ23 You are saying that there is a taxpayer W2 and a spouse W2 and you can not find an input for OT on each of the two W2s in the Box 14 area?
Answers are easy. Questions are hard!