Qualified OT

[JulieJ23]

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?

[George4Tacks]

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. 

[JulieJ23]

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.  

[Accountant-Man]

Is each W2 coded correctly, one for TP and one for SP?

[George4Tacks]

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:

1. Go to Input Return ⮕ Wages, Salaries, Tips.
2. Enter the amount on box 1 per the W-2 received.
3. Scroll down to Box 14.
4. 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:

   1. Go to Input Return ⮕ Miscellaneous Income.
   2. Scroll down to the Form 1099-NEC section.
   3. Enter the amount as Overtime compensation.

      To enter the amount of overtime on a 1099-MISC for the Schedule 1-A line 14b:

      1. Go to Input Return ⮕ Miscellaneous Income.
      2. Scroll down to the Form 1099-MISC section.
      3. 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.

[JulieJ23]

Thank you as I know where it goes BUT there is no box for the Spouse it's only under the Taxpayer column

[George4Tacks]

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. 

[kg25]

I am seeing this exact same issue. Did you happen to find a solution for this?

[BobKamman]

Getting back to what @Accountant-Man asked, "Is each W2 coded correctly, one for TP and one for SP?"

[kg25]

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. 

[JulieJ23]

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

[George4Tacks]

@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?

[PaltrowAndCo]

You have to check off the box for "Spouse W-2" in the W2 data entry.