Form 1099-MISC - Federal or State Withholding

To enter federal and/or state withholding amounts reported to you on Form 1099-MISC Miscellaneous Income, use the Q&A for Form 1099-MISC, Box 3. This will transfer the federal/state withholding to the appropriate line(s) of the returns. The actual Form 1099-MISC is not e-filed with the return, only the information that it contains.

As instructed below, only the withholding entries are completed for the form and no amount would actually be entered for Box 3.

To enter or review the information for Form 1099-MISC, Box 4 or 15:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Form 1099-MISC in the Federal Quick Q&A Topics menu, click + Add Form 1099-MISC to create a new copy of the form, then continue until you reach the screen titled 1099-MISC: Enter information on form.
  3. Click the Switch to Form Entry (optional) link near the top to open the Quick Entry window, enter all of the applicable information from your Form 1099-MISC (including Boxes 4 and/or 15), then click Save & Close.
  4. Select the appropriate option to assign the Form 1099-MISC you are currently completing from the Assigned schedule or form drop-down, then click Continue.
    Note. If you had selected an "Other Income" option, then on the screen titled What type of income was reported on this Form 1099-MISC?, click the appropriate button. If you click Other non-business income on the previous screen, then check I confirm that the income reported on this Form 1099-MISC is non-business income and is not subject to self-employment taxes to confirm that the income is non-business income and is not subject to self-employment taxes.

Note. If you have multiple amounts to enter you would combine them into one entry (one entry for the federal withheld amounts and one for the state withheld amounts).

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.